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 |
|---|---|---|
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $48,698 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $17,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,201 | $100,923-57.2% | $150,045-71.2% | $74,304-41.9% |
| Participation rate | 90.9% | 70.1%+20.8pp | 82.3%+8.5pp | 60.3%+30.5pp |
| Annual return | 25.95% | 51.77%-25.8pp | 62.55%-36.6pp | 29.43%-3.5pp |
| Employer contribution / active EE | $1,857 | $3,463-46.4% | $4,693-60.4% | $2,241-17.1% |
| Participant deferral / active EE | $4,106 | $6,709-38.8% | $7,997-48.7% | $3,767+9.0% |
| Admin fee / account holder | $196 | $2,767-92.9% | $13,435-98.5% | $2,969-93.4% |