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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $552,602 |
RICHEY MAY & CO LLP2+ years Service code 10 9780 S MERIDIAN BLVD · ENGLEWOOD, CO 80112 | Accounting | $28,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,233 | $145,516-55.9% | $184,203-65.1% | $99,062-35.2% |
| Participation rate | 89.8% | 90.3%-0.5pp | 86.8%+2.9pp | 71.6%+18.1pp |
| Annual return | 15.01% | 21.23%-6.2pp | 28.81%-13.8pp | 17.66%-2.7pp |
| Employer contribution / active EE | $1,471 | $5,354-72.5% | $6,427-77.1% | $3,262-54.9% |
| Participant deferral / active EE | $7,008 | $8,423-16.8% | $9,131-23.3% | $5,331+31.4% |
| Admin fee / account holder | $71 | $78-8.5% | $13,901-99.5% | $109-34.8% |