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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $66,106 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 16 11101 SW SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $48,750 |
MERCADIEN PC, CPAS1 year Filed as: MERCADIEN PC CPA Service code 10 3625 QUAKER BRIDGE RD · HAMILTON, NJ 08619 | Accounting | $28,500 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $13,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,685 | $56,638+99.0% | $169,368-33.5% | $74,419+51.4% |
| Participation rate | 92.6% | 67.5%+25.0pp | 77.1%+15.4pp | 70.7%+21.8pp |
| Annual return | 19.21% | 24.75%-5.5pp | 405.60%-386.4pp | 34.38%-15.2pp |
| Employer contribution / active EE | $3,818 | $2,027+88.4% | $4,013-4.9% | $2,637+44.8% |
| Participant deferral / active EE | $7,063 | $4,223+67.3% | $6,221+13.5% | $4,528+56.0% |
| Admin fee / account holder | $275 | $307-10.3% | $9,003-96.9% | $348-21.0% |