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 |
|---|---|---|
KPMG LLP8 years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $52,687 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $19,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,121 | $122,693+77.0% | $184,203+17.9% | $199,593+8.8% |
| Participation rate | 96.5% | 86.8%+9.7pp | 86.8%+9.7pp | 72.0%+24.5pp |
| Annual return | 18.76% | 143.91%-125.2pp | 28.81%-10.1pp | 34.25%-15.5pp |
| Employer contribution / active EE | $10,806 | $4,584+135.7% | $6,427+68.1% | $3,034+256.1% |
| Participant deferral / active EE | $14,688 | $7,990+83.8% | $9,131+60.8% | $5,087+188.7% |
| Admin fee / account holder | $35 | $121-71.3% | $13,901-99.8% | $269-87.1% |