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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,155 |
MCKONLY & ASBURY LLP5 years Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $12,012 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,488 | $60,989+122.2% | $60,874+122.6% | $66,914+102.5% |
| Participation rate | 95.9% | 74.5%+21.4pp | 73.1%+22.7pp | 69.8%+26.0pp |
| Annual return | -17.58% | -9.60%-8.0pp | 16.90%-34.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $6,709 | $2,661+152.2% | $2,701+148.4% | $2,544+163.7% |
| Participant deferral / active EE | $7,098 | $3,615+96.4% | $3,817+86.0% | $4,237+67.5% |
| Admin fee / account holder | $112 | $338-66.8% | $3,224-96.5% | $593-81.1% |