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 INC3 years Filed as: T. ROWE PRICE Service code 64 · EIN 52-1714114 | Recordkeeping Fees | $26,439 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSON CREEK BLVD, SUITE A · FORT WAYNE, IA 46825 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,978 | $79,171+11.1% | $102,423-14.1% | $74,495+18.1% |
| Participation rate | 81.9% | 74.8%+7.1pp | 76.5%+5.4pp | 67.2%+14.7pp |
| Annual return | 17.51% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $3,202 | $2,362+35.5% | $3,023+5.9% | $2,623+22.1% |
| Participant deferral / active EE | $4,876 | $4,415+10.4% | $5,053-3.5% | $4,346+12.2% |
| Admin fee / account holder | $190 | $2,001-90.5% | $9,451-98.0% | $1,942-90.2% |