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 | $152,872 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $67,048 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $50,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,907 | $148,970-20.2% | $136,007-12.6% | $199,593-40.4% |
| Participation rate | 97.6% | 79.4%+18.2pp | 76.5%+21.1pp | 72.0%+25.6pp |
| Annual return | 13.45% | 27.07%-13.6pp | 579.32%-565.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $5,226 | $3,561+46.7% | $4,217+23.9% | $3,034+72.2% |
| Participant deferral / active EE | $10,351 | $6,140+68.6% | $7,025+47.4% | $5,087+103.5% |
| Admin fee / account holder | $113 | $144-21.6% | $6,858-98.4% | $269-58.0% |