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 INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $36,960 |
Filed as: STANDARD RETIREMENT SERVICES, INC Service code 13 1100 SW 6TH AVE · PORTLAND, OR 97204 | Contract Administrator | $5,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,972 | $122,186-3.4% | $146,958-19.7% | $199,593-40.9% |
| Participation rate | 95.0% | 78.3%+16.7pp | 82.2%+12.8pp | 72.0%+23.0pp |
| Annual return | 17.69% | 30.56%-12.9pp | 418.34%-400.6pp | 34.25%-16.6pp |
| Employer contribution / active EE | $3,766 | $4,093-8.0% | $4,933-23.7% | $3,034+24.1% |
| Participant deferral / active EE | $11,347 | $8,502+33.5% | $8,070+40.6% | $5,087+123.1% |
| Admin fee / account holder | $18 | $179-90.0% | $12,998-99.9% | $269-93.3% |