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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,025 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $650 |
MMA SECURITIES LLC1+ years Filed as: MARSH INSURNACE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,795 | $67,166-12.5% | $57,343+2.5% | $55,191+6.5% |
| Participation rate | 96.3% | 77.7%+18.6pp | 75.1%+21.2pp | 69.2%+27.1pp |
| Annual return | 4.67% | 4.22%+0.4pp | 24.39%-19.7pp | 10.78%-6.1pp |
| Employer contribution / active EE | $1,519 | $2,812-46.0% | $2,689-43.5% | $1,899-20.0% |
| Participant deferral / active EE | $4,232 | $2,835+49.3% | $3,162+33.8% | $3,046+38.9% |
| Admin fee / account holder | $19 | $44-55.2% | $3,356-99.4% | $91-78.5% |