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 INC1 year Filed as: T. ROWE PRICE INVESTMENTS Service code 25 · EIN 04-3396246 | Directed Trustee | $5,454 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 25 · EIN 23-1945930 | Directed Trustee | $600 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,575 | $65,592-42.7% | $90,160-58.3% | $69,631-46.0% |
| Participation rate | 99.5% | 77.6%+21.9pp | 76.9%+22.6pp | 70.7%+28.8pp |
| Annual return | 33.78% | 57.10%-23.3pp | 34.88%-1.1pp | 27571.02%-27537.2pp |
| Employer contribution / active EE | $2,152 | $2,193-1.9% | $3,318-35.1% | $2,032+5.9% |
| Participant deferral / active EE | $11,474 | $5,257+118.3% | $5,288+117.0% | $3,224+255.9% |
| Admin fee / account holder | $4 | $86-95.3% | $5,943-99.9% | $110-96.3% |