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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $63,921 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $11,043 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,457 | $81,908+82.5% | $90,749+64.7% | $64,808+130.6% |
| Participation rate | 95.6% | 80.5%+15.1pp | 75.7%+19.9pp | 71.5%+24.1pp |
| Annual return | -16.64% | -12.53%-4.1pp | -12.16%-4.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $7,154 | $3,065+133.4% | $2,921+144.9% | $2,506+185.5% |
| Participant deferral / active EE | $10,802 | $4,840+123.2% | $4,564+136.7% | $4,310+150.6% |
| Admin fee / account holder | $68 | $157-56.5% | $8,445-99.2% | $188-63.6% |