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 | $177,019 |
IFP ADVISORS INC DBA INDEPENDENT FI10+ years Filed as: IFP ADVISORS, INC. Service code 16 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Consulting | $59,000 |
RAMSEY SOLUTIONS5 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $24,120 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,472 | $131,153+24.6% | $101,326+61.3% | $102,872+58.9% |
| Participation rate | 85.1% | 80.8%+4.3pp | 81.5%+3.6pp | 73.0%+12.1pp |
| Annual return | 15.32% | 23.05%-7.7pp | 36.82%-21.5pp | 19.06%-3.7pp |
| Employer contribution / active EE | $3,486 | $3,900-10.6% | $3,665-4.9% | $3,526-1.2% |
| Participant deferral / active EE | $9,729 | $10,801-9.9% | $7,994+21.7% | $5,535+75.8% |
| Admin fee / account holder | $102 | $140-26.8% | $11,185-99.1% | $292-65.0% |