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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,748 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM LLC Service code 16 14600 BRANCH STREET · OMAHA, NE 68154 | Consulting | $30,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,970 | $46,292+135.4% | $143,757-24.2% | $64,808+68.1% |
| Participation rate | 70.6% | 64.2%+6.4pp | 80.3%-9.7pp | 71.5%-0.9pp |
| Annual return | -16.60% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,058 | $1,910+7.8% | $4,951-58.4% | $2,506-17.9% |
| Participant deferral / active EE | $2,890 | $2,646+9.2% | $5,637-48.7% | $4,310-32.9% |
| Admin fee / account holder | $242 | $154+57.7% | $14,673-98.3% | $188+29.1% |