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 6-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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $580 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,811 | $99,957-55.2% | $149,696-70.1% | $73,488-39.0% |
| Participation rate | 81.4% | 75.7%+5.7pp | 82.5%-1.1pp | 70.7%+10.7pp |
| Annual return | 21.69% | 53.87%-32.2pp | 276.60%-254.9pp | 28.51%-6.8pp |
| Employer contribution / active EE | $3,224 | $3,191+1.0% | $4,644-30.6% | $2,270+42.0% |
| Participant deferral / active EE | $7,561 | $6,073+24.5% | $6,842+10.5% | $3,740+102.2% |
| Admin fee / account holder | $4 | $551-99.2% | $9,309-100.0% | $513-99.2% |