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 | $136,469 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,344 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,936 | $57,610+295.7% | $154,803+47.2% | $102,872+121.6% |
| Participation rate | 87.1% | 59.5%+27.7pp | 78.1%+9.0pp | 73.0%+14.1pp |
| Annual return | 15.25% | 30.49%-15.2pp | 58.88%-43.6pp | 19.06%-3.8pp |
| Employer contribution / active EE | $9,932 | $1,883+427.4% | $4,305+130.7% | $3,526+181.6% |
| Participant deferral / active EE | $7,114 | $2,914+144.1% | $5,540+28.4% | $5,535+28.5% |
| Admin fee / account holder | $63 | $368-82.8% | $14,329-99.6% | $292-78.4% |