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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,607,101 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $97,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,182 | $100,179-78.9% | $84,015-74.8% | $89,569-76.4% |
| Participation rate | 88.7% | 54.1%+34.5pp | 69.0%+19.7pp | 69.6%+19.1pp |
| Annual return | 23.57% | 22.50%+1.1pp | 71.31%-47.7pp | 34.56%-11.0pp |
| Employer contribution / active EE | $546 | $816-33.1% | $1,983-72.5% | $2,584-78.9% |
| Participant deferral / active EE | $1,326 | $1,459-9.1% | $3,239-59.1% | $4,220-68.6% |
| Admin fee / account holder | $52 | $72-28.2% | $6,101-99.2% | $72-27.7% |