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 INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $111,927 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $106,259 |
BARSZ GOWIE AMON & FULTZ3 years Filed as: BARZ GOWIE AMON & FULTZ Service code 10 BARSZ GOWIE AMON FULTZ · MEDIA, PA 19063 | Accounting | $28,313 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,107 | $122,186-15.6% | $146,958-29.8% | $199,593-48.3% |
| Participation rate | 89.2% | 78.3%+10.9pp | 82.2%+7.1pp | 72.0%+17.3pp |
| Annual return | 19.93% | 30.56%-10.6pp | 418.34%-398.4pp | 34.25%-14.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,939 | $8,502-30.1% | $8,070-26.4% | $5,087+16.8% |
| Admin fee / account holder | $154 | $179-14.0% | $12,998-98.8% | $269-42.8% |