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 INC2 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,703 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $5,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,021 | $80,753+62.2% | $136,294-3.9% | $62,292+110.3% |
| Participation rate | 97.2% | 73.5%+23.7pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 15.95% | 35.83%-19.9pp | 5155.94%-5140.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $886 | $2,884-69.3% | $4,695-81.1% | $2,042-56.6% |
| Participant deferral / active EE | $11,492 | $5,164+122.5% | $6,247+84.0% | $3,169+262.6% |
| Admin fee / account holder | $133 | $525-74.7% | $9,243-98.6% | $479-72.3% |