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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $355,895 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $54,900 |
LUDWIG KLEWER & CO3 years Service code 10 4783 EAST CAMP LOWELL DRIVE · TUCSON, AZ 85712 | Accounting | $29,635 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,385 | $67,512-12.0% | $185,823-68.0% | $93,030-36.2% |
| Participation rate | 86.8% | 67.1%+19.7pp | 81.7%+5.1pp | 73.9%+12.9pp |
| Annual return | 15.56% | 21.04%-5.5pp | 122.05%-106.5pp | 158.70%-143.1pp |
| Employer contribution / active EE | $1,404 | $1,783-21.3% | $5,167-72.8% | $2,706-48.1% |
| Participant deferral / active EE | $4,285 | $3,035+41.2% | $5,568-23.0% | $4,562-6.1% |
| Admin fee / account holder | $80 | $318-74.9% | $16,237-99.5% | $152-47.4% |