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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,867 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $38,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,531 | $72,254+162.3% | $86,677+118.7% | $64,808+192.4% |
| Participation rate | 84.3% | 80.4%+3.8pp | 76.6%+7.7pp | 71.5%+12.8pp |
| Annual return | -15.44% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $6,229 | $2,393+160.3% | $2,836+119.6% | $2,506+148.6% |
| Participant deferral / active EE | $8,580 | $4,658+84.2% | $4,656+84.3% | $4,310+99.1% |
| Admin fee / account holder | $189 | $174+8.7% | $7,493-97.5% | $188+0.7% |