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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $72,255 |
GRANT THORNTON LLP9+ 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 | $168,254 | $84,784+98.5% | $98,439+70.9% | $74,419+126.1% |
| Participation rate | 96.9% | 81.5%+15.4pp | 75.2%+21.7pp | 70.7%+26.2pp |
| Annual return | 19.45% | 20.59%-1.1pp | 21.16%-1.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $8,058 | $3,364+139.5% | $3,048+164.4% | $2,637+205.5% |
| Participant deferral / active EE | $11,671 | $5,218+123.7% | $4,738+146.3% | $4,528+157.8% |
| Admin fee / account holder | $75 | $204-63.2% | $8,948-99.2% | $348-78.3% |