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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,157,643 |
MORNINGSTAR7+ years Service code 26 22 WT WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $113,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,847 | $106,520+20.0% | $453,369-71.8% | $106,520+20.0% |
| Participation rate | 85.7% | 71.3%+14.4pp | 78.0%+7.7pp | 71.3%+14.4pp |
| Annual return | 16.60% | 19.28%-2.7pp | 64.40%-47.8pp | 19.28%-2.7pp |
| Employer contribution / active EE | $5,184 | $2,840+82.5% | $4,070+27.4% | $2,840+82.5% |
| Participant deferral / active EE | $5,928 | $4,948+19.8% | $6,209-4.5% | $4,948+19.8% |
| Admin fee / account holder | $34 | $75-54.2% | $11,209-99.7% | $75-54.2% |