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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,896 |
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 | $209,934 | $99,078+111.9% | $96,544+117.4% | $74,419+182.1% |
| Participation rate | 85.4% | 80.7%+4.7pp | 76.0%+9.4pp | 70.7%+14.6pp |
| Annual return | 19.15% | 22.48%-3.3pp | 25.84%-6.7pp | 34.38%-15.2pp |
| Employer contribution / active EE | $6,027 | $2,570+134.5% | $2,965+103.3% | $2,637+128.5% |
| Participant deferral / active EE | $8,276 | $4,933+67.8% | $4,851+70.6% | $4,528+82.8% |
| Admin fee / account holder | $154 | $225-31.3% | $8,252-98.1% | $348-55.6% |