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 | $47,747 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $13,759 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,991 | $92,055+83.6% | $106,213+59.1% | $77,643+117.7% |
| Participation rate | 98.2% | 81.0%+17.2pp | 75.3%+22.9pp | 70.6%+27.7pp |
| Annual return | 11.01% | 17.91%-6.9pp | 116.14%-105.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $6,806 | $3,367+102.1% | $3,171+114.6% | $2,726+149.7% |
| Participant deferral / active EE | $10,102 | $5,386+87.6% | $5,016+101.4% | $4,647+117.4% |
| Admin fee / account holder | $88 | $219-59.9% | $11,033-99.2% | $430-79.6% |