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 | $126,635 |
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 16 11101 SW SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $59,000 |
Filed as: ONEDIGITAL TOPCO LLC Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,783 | $110,299-43.1% | $102,423-38.7% | $199,593-68.5% |
| Participation rate | 91.4% | 86.3%+5.1pp | 76.5%+14.9pp | 72.0%+19.5pp |
| Annual return | 17.48% | 35.73%-18.3pp | 29.32%-11.8pp | 34.25%-16.8pp |
| Employer contribution / active EE | $3,094 | $3,603-14.1% | $3,023+2.3% | $3,034+2.0% |
| Participant deferral / active EE | $6,394 | $6,376+0.3% | $5,053+26.5% | $5,087+25.7% |
| Admin fee / account holder | $132 | $122+7.8% | $9,451-98.6% | $269-51.0% |