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 | $142,892 |
Filed as: ARDITO, TOSCANO & MCCULLUM, P.C. Service code 10 40 BAYFEILD DRIVE · NORTH ANDOVER, MA 01845 | Accounting | $50,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,272 | $144,996+32.6% | $111,297+72.8% | $93,030+106.7% |
| Participation rate | 85.3% | 86.2%-0.8pp | 77.3%+8.0pp | 73.9%+11.4pp |
| Annual return | 14.65% | 18.26%-3.6pp | 54.65%-40.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $6,246 | $3,056+104.4% | $2,731+128.7% | $2,706+130.8% |
| Participant deferral / active EE | $9,310 | $5,587+66.6% | $4,487+107.5% | $4,562+104.1% |
| Admin fee / account holder | $87 | $103-16.4% | $7,964-98.9% | $152-43.0% |