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 | $72,987 |
FRAZIER & DEETER, LLC5 years Filed as: FRAZIER & DEETER Service code 10 1230 PEACHTREE STREET · ATLANTA, GA 30309 | Accounting | $22,000 |
T ROWE PRICE RPS INC8+ years Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,627 | $64,612+315.8% | $86,436+210.8% | $64,808+314.5% |
| Participation rate | 79.6% | 81.5%-1.8pp | 80.3%-0.7pp | 71.5%+8.2pp |
| Annual return | -20.07% | 0.66%-20.7pp | 4394.89%-4415.0pp | 32.82%-52.9pp |
| Employer contribution / active EE | $5,927 | $2,744+116.0% | $3,769+57.3% | $2,506+136.5% |
| Participant deferral / active EE | $10,383 | $7,497+38.5% | $6,952+49.4% | $4,310+140.9% |
| Admin fee / account holder | $102 | $169-39.7% | $6,731-98.5% | $188-45.7% |