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 7-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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $28,190 |
Filed as: CLARK SCHAEFER HACKETT Service code 27 ONE EAST FOURTH STREET · CINCINNATI, OH 45202 | Advisory (Plan) | $11,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,890 | $122,186+31.7% | $146,958+9.5% | $199,593-19.4% |
| Participation rate | 91.5% | 78.3%+13.2pp | 82.2%+9.4pp | 72.0%+19.6pp |
| Annual return | 17.03% | 30.56%-13.5pp | 418.34%-401.3pp | 34.25%-17.2pp |
| Employer contribution / active EE | $7,373 | $4,093+80.1% | $4,933+49.5% | $3,034+143.0% |
| Participant deferral / active EE | $10,003 | $8,502+17.7% | $8,070+24.0% | $5,087+96.7% |
| Admin fee / account holder | $10 | $179-94.2% | $12,998-99.9% | $269-96.1% |