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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $88,037 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $308 |
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 | $352,308 | $124,732+182.5% | $180,183+95.5% | $85,563+311.8% |
| Participation rate | 97.6% | 83.2%+14.4pp | 77.4%+20.2pp | 66.0%+31.6pp |
| Annual return | 16.03% | 17.73%-1.7pp | 27.86%-11.8pp | 31.51%-15.5pp |
| Employer contribution / active EE | $12,286 | $5,370+128.8% | $5,039+143.8% | $2,654+363.0% |
| Participant deferral / active EE | $19,765 | $7,763+154.6% | $6,822+189.7% | $4,375+351.7% |
| Admin fee / account holder | $6 | $294-98.0% | $19,975-100.0% | $834-99.3% |