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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $143,849 |
Filed as: ARDITO, TOSCANO & MCCULLUM, P.C. Service code 10 40 BAYFEILD DRIVE · NORTH ANDOVER, MA 01845 | Accounting | $57,039 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,862 | $130,141+17.5% | $86,677+76.4% | $77,904+96.2% |
| Participation rate | 72.1% | 85.9%-13.9pp | 76.6%-4.5pp | 73.7%-1.6pp |
| Annual return | -18.00% | -12.75%-5.3pp | 35.91%-53.9pp | 12.21%-30.2pp |
| Employer contribution / active EE | $5,025 | $3,220+56.1% | $2,836+77.2% | $2,848+76.5% |
| Participant deferral / active EE | $7,953 | $5,757+38.1% | $4,656+70.8% | $4,806+65.5% |
| Admin fee / account holder | $86 | $132-35.0% | $7,493-98.9% | $133-35.4% |