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 | $269,555 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $54,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,403 | $110,299-48.0% | $102,423-44.0% | $199,593-71.2% |
| Participation rate | 91.7% | 86.3%+5.5pp | 76.5%+15.3pp | 72.0%+19.8pp |
| Annual return | 16.41% | 35.73%-19.3pp | 29.32%-12.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $3,814 | $3,603+5.9% | $3,023+26.2% | $3,034+25.7% |
| Participant deferral / active EE | $5,838 | $6,376-8.4% | $5,053+15.5% | $5,087+14.8% |
| Admin fee / account holder | $49 | $122-59.8% | $9,451-99.5% | $269-81.7% |