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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,635 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $10,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,838 | $107,459+28.3% | $135,903+1.4% | $80,160+72.0% |
| Participation rate | 93.6% | 78.0%+15.6pp | 81.9%+11.7pp | 72.9%+20.7pp |
| Annual return | 22.14% | 91.91%-69.8pp | 68.23%-46.1pp | 40.38%-18.2pp |
| Employer contribution / active EE | $7,523 | $3,877+94.0% | $4,856+54.9% | $2,978+152.6% |
| Participant deferral / active EE | $9,930 | $8,195+21.2% | $7,758+28.0% | $5,017+97.9% |
| Admin fee / account holder | $10 | $127-91.9% | $10,762-99.9% | $145-92.9% |