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 INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,050 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENT Service code 28 | Investment Management | $0 |
AMERICAN FUNDS2+ years Service code 28 · EIN 20-2653265 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,625 | $77,634-79.9% | $156,549-90.0% | $62,891-75.2% |
| Participation rate | 53.2% | 71.2%-18.0pp | 84.0%-30.8pp | 69.3%-16.1pp |
| Annual return | 8.44% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,237 | $3,444-64.1% | $5,501-77.5% | $2,281-45.8% |
| Participant deferral / active EE | $833 | $3,045-72.6% | $4,871-82.9% | $3,203-74.0% |
| Admin fee / account holder | $9 | $5,561-99.8% | $13,027-99.9% | $4,296-99.8% |