Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $65,692 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
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 VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,085 | $88,982+1.2% | $102,438-12.1% | $77,671+16.0% |
| Participation rate | 88.9% | 80.9%+7.9pp | 76.5%+12.4pp | 70.6%+18.3pp |
| Annual return | 14.31% | 25.01%-10.7pp | 29.37%-15.1pp | 31.21%-16.9pp |
| Employer contribution / active EE | $2,685 | $2,698-0.5% | $3,024-11.2% | $2,726-1.5% |
| Participant deferral / active EE | $4,574 | $5,144-11.1% | $5,054-9.5% | $4,648-1.6% |
| Admin fee / account holder | $159 | $236-32.6% | $9,448-98.3% | $430-63.1% |