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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,606 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CWM LLC Service code 16 14600 BRANCH STREET · OMAHA, NE 68154 | Consulting | $30,002 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Other commissions; Securities brokera... | $16 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,113 | $61,272+96.0% | $149,673-19.7% | $71,457+68.1% |
| Participation rate | 83.8% | 62.5%+21.3pp | 78.8%+5.1pp | 67.9%+15.9pp |
| Annual return | 17.33% | 35.85%-18.5pp | 134.42%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,728 | $2,378+14.7% | $4,818-43.4% | $2,588+5.4% |
| Participant deferral / active EE | $4,101 | $2,917+40.6% | $5,680-27.8% | $4,289-4.4% |
| Admin fee / account holder | $228 | $1,261-81.9% | $13,210-98.3% | $1,587-85.6% |