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 9-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 INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,400 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY FUNDS Service code 28 · EIN 52-1952888 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,086 | $109,359+8.9% | $162,163-26.6% | $72,985+63.2% |
| Participation rate | 97.8% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.3pp |
| Annual return | 22.99% | 25.46%-2.5pp | 115.59%-92.6pp | 81.00%-58.0pp |
| Employer contribution / active EE | $4,952 | $3,907+26.7% | $5,614-11.8% | $2,440+103.0% |
| Participant deferral / active EE | $11,649 | $5,481+112.5% | $7,298+59.6% | $3,607+222.9% |
| Admin fee / account holder | $14 | $7,972-99.8% | $10,843-99.9% | $5,124-99.7% |