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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $67,713 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $13,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,450 | $92,055+108.0% | $106,213+80.3% | $77,643+146.6% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 14.15% | 17.91%-3.8pp | 116.14%-102.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $8,020 | $3,367+138.2% | $3,171+152.9% | $2,726+194.2% |
| Participant deferral / active EE | $12,095 | $5,386+124.6% | $5,016+141.1% | $4,647+160.3% |
| Admin fee / account holder | $67 | $219-69.4% | $11,033-99.4% | $430-84.4% |