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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $135,961 |
Filed as: ARDITO, TOSCANO & MCCULLUM, P.C. Service code 10 40 BAYFEILD DRIVE · NORTH ANDOVER, MA 01845 | Accounting | $57,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,588 | $104,697+62.0% | $96,544+75.7% | $80,160+111.6% |
| Participation rate | 80.4% | 86.4%-5.9pp | 76.0%+4.5pp | 72.9%+7.5pp |
| Annual return | 30.89% | 21.78%+9.1pp | 25.84%+5.0pp | 40.38%-9.5pp |
| Employer contribution / active EE | $5,452 | $3,536+54.2% | $2,965+83.9% | $2,978+83.1% |
| Participant deferral / active EE | $9,107 | $6,188+47.2% | $4,851+87.7% | $5,017+81.5% |
| Admin fee / account holder | $71 | $107-33.4% | $8,252-99.1% | $145-50.9% |