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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $122,909 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 27 200 WEST STREET · NEW YORK, NY 10282 | Advisory (Plan) | $87,524 |
KREISCHER MILLER11+ years Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $19,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,006 | $130,267+57.4% | $145,661+40.7% | $102,872+99.3% |
| Participation rate | 97.5% | 83.3%+14.1pp | 77.2%+20.2pp | 73.0%+24.4pp |
| Annual return | 15.77% | 17.79%-2.0pp | 101.46%-85.7pp | 19.06%-3.3pp |
| Employer contribution / active EE | $8,821 | $4,061+117.2% | $4,238+108.2% | $3,526+150.2% |
| Participant deferral / active EE | $13,706 | $6,550+109.3% | $7,198+90.4% | $5,535+147.6% |
| Admin fee / account holder | $120 | $396-69.6% | $12,466-99.0% | $292-58.8% |