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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $58,341 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,515 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,652 | $63,321-56.3% | $68,791-59.8% | $77,904-64.5% |
| Participation rate | 84.5% | 71.1%+13.4pp | 69.0%+15.5pp | 73.7%+10.8pp |
| Annual return | -10.57% | -6.50%-4.1pp | -6.38%-4.2pp | 12.21%-22.8pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,655-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,553 | $4,029-36.6% | $3,941-35.2% | $4,806-46.9% |
| Admin fee / account holder | $54 | $104-48.0% | $4,932-98.9% | $133-59.1% |