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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,686 |
MCKONLY & ASBURY LLP6 years Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $12,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,066 | $65,557+138.1% | $64,056+143.6% | $71,457+118.4% |
| Participation rate | 94.2% | 73.2%+21.1pp | 72.3%+21.9pp | 67.9%+26.3pp |
| Annual return | 17.95% | 18.94%-1.0pp | 33.69%-15.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $7,148 | $2,669+167.8% | $2,747+160.2% | $2,588+176.2% |
| Participant deferral / active EE | $7,347 | $3,626+102.6% | $3,880+89.4% | $4,289+71.3% |
| Admin fee / account holder | $112 | $616-81.8% | $3,068-96.3% | $1,587-92.9% |