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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,656 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $10,500 |
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 | $123,573 | $91,407+35.2% | $135,903-9.1% | $71,457+72.9% |
| Participation rate | 91.0% | 75.7%+15.4pp | 81.9%+9.1pp | 67.9%+23.1pp |
| Annual return | 14.39% | 29.90%-15.5pp | 68.23%-53.8pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,143 | $3,703-69.1% | $4,856-76.5% | $2,588-55.8% |
| Participant deferral / active EE | $14,529 | $7,092+104.9% | $7,758+87.3% | $4,289+238.8% |
| Admin fee / account holder | $255 | $1,266-79.8% | $10,762-97.6% | $1,587-83.9% |