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 | $307,238 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 16 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $71,575 |
MORNINGSTAR8 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $14,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,284 | $111,072-25.0% | $156,263-46.7% | $102,872-19.0% |
| Participation rate | 93.8% | 80.1%+13.7pp | 78.9%+14.9pp | 73.0%+20.8pp |
| Annual return | 15.71% | 16.98%-1.3pp | 59.47%-43.8pp | 19.06%-3.4pp |
| Employer contribution / active EE | $2,223 | $4,017-44.7% | $4,333-48.7% | $3,526-37.0% |
| Participant deferral / active EE | $4,296 | $5,455-21.2% | $6,158-30.2% | $5,535-22.4% |
| Admin fee / account holder | $67 | $120-44.6% | $14,255-99.5% | $292-77.2% |