Filed February 16, 2024
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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $745,092 |
MORNINGSTAR7 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $116,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,880 | $119,627+10.2% | $146,958-10.3% | $99,062+33.1% |
| Participation rate | 96.7% | 73.4%+23.2pp | 82.2%+14.5pp | 71.6%+25.0pp |
| Annual return | 18.35% | 28.82%-10.5pp | 418.34%-400.0pp | 17.66%+0.7pp |
| Employer contribution / active EE | $4,150 | $4,153-0.1% | $4,933-15.9% | $3,262+27.2% |
| Participant deferral / active EE | $13,216 | $7,997+65.3% | $8,070+63.8% | $5,331+147.9% |
| Admin fee / account holder | $59 | $150-60.8% | $12,998-99.5% | $109-46.1% |