See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,236,024 |
MORNINGSTAR10+ years Service code 26 22 WT WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $128,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,537 | $106,408+33.0% | $136,007+4.1% | $106,408+33.0% |
| Participation rate | 78.3% | 69.9%+8.5pp | 76.5%+1.9pp | 69.9%+8.5pp |
| Annual return | 20.96% | 17.37%+3.6pp | 579.32%-558.4pp | 17.37%+3.6pp |
| Employer contribution / active EE | $6,186 | $3,361+84.0% | $4,215+46.8% | $3,361+84.0% |
| Participant deferral / active EE | $7,293 | $5,567+31.0% | $7,024+3.8% | $5,567+31.0% |
| Admin fee / account holder | $32 | $79-59.2% | $6,858-99.5% | $79-59.2% |