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 6-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 INC6+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $383,663 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $45 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $49,326 | $140,769-65.0% | $53,898-8.5% | $140,769-65.0% |
| Participation rate | 41.2% | 74.2%-32.9pp | 55.0%-13.8pp | 74.2%-32.9pp |
| Annual return | 16.52% | 16.82%-0.3pp | 528.60%-512.1pp | 16.82%-0.3pp |
| Employer contribution / active EE | $838 | $3,906-78.6% | $932-10.1% | $3,906-78.6% |
| Participant deferral / active EE | $1,737 | $6,717-74.1% | $1,826-4.9% | $6,717-74.1% |
| Admin fee / account holder | $56 | $229-75.8% | $2,491-97.8% | $229-75.8% |