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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $101,675 |
THE LAMPO GROUP, INC.2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $11,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,780 | $88,890+119.1% | $102,423+90.2% | $77,643+150.9% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 13.91% | 24.98%-11.1pp | 29.32%-15.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $7,158 | $2,698+165.4% | $3,023+136.8% | $2,726+162.6% |
| Participant deferral / active EE | $13,153 | $5,145+155.6% | $5,053+160.3% | $4,647+183.0% |
| Admin fee / account holder | $89 | $235-62.2% | $9,451-99.1% | $430-79.3% |