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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $68,679 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $1,224 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,263 | $122,693+104.8% | $184,203+36.4% | $199,593+25.9% |
| Participation rate | 97.2% | 86.8%+10.5pp | 86.8%+10.4pp | 72.0%+25.3pp |
| Annual return | 18.37% | 143.91%-125.5pp | 28.81%-10.4pp | 34.25%-15.9pp |
| Employer contribution / active EE | $7,957 | $4,584+73.6% | $6,427+23.8% | $3,034+162.2% |
| Participant deferral / active EE | $15,720 | $7,990+96.7% | $9,131+72.2% | $5,087+209.0% |
| Admin fee / account holder | $52 | $121-56.6% | $13,901-99.6% | $269-80.5% |