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 | $416,082 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $82,964 |
LUDWIG KLEWER & CO6 years Service code 10 4783 EAST CAMP LOWELL DRIVE · TUCSON, AZ 85712 | Accounting | $31,990 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,830 | $67,679-21.9% | $155,509-66.0% | $99,062-46.7% |
| Participation rate | 90.3% | 67.2%+23.1pp | 78.2%+12.1pp | 71.6%+18.7pp |
| Annual return | 14.25% | 16.16%-1.9pp | 64.67%-50.4pp | 17.66%-3.4pp |
| Employer contribution / active EE | $1,535 | $2,268-32.4% | $4,672-67.2% | $3,262-53.0% |
| Participant deferral / active EE | $4,762 | $3,828+24.4% | $5,626-15.4% | $5,331-10.7% |
| Admin fee / account holder | $74 | $94-21.1% | $15,912-99.5% | $109-32.2% |