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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $25,508 |
MCKONLY & ASBURY LLP7 years Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $13,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,908 | $69,763+142.1% | $67,502+150.2% | $74,495+126.7% |
| Participation rate | 96.7% | 71.4%+25.3pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 13.87% | -40.34%+54.2pp | 3512.12%-3498.2pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $7,394 | $2,704+173.5% | $2,731+170.8% | $2,623+181.9% |
| Participant deferral / active EE | $7,696 | $3,636+111.7% | $4,000+92.4% | $4,346+77.1% |
| Admin fee / account holder | $148 | $896-83.5% | $3,998-96.3% | $1,942-92.4% |