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 INC3 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 14 P.O BOX 64012 · BALTIMORE, MD 21264 | Plan Administrator | $18,523 |
WILLIAMS KEEPERS LLC8 years Filed as: WILLIAMS GROUP Service code 27 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,543 | $58,778-39.5% | $129,207-72.5% | $77,643-54.2% |
| Participation rate | 81.4% | 59.2%+22.1pp | 69.6%+11.8pp | 70.6%+10.8pp |
| Annual return | 12.20% | 24.73%-12.5pp | 9417.33%-9405.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,309 | $1,952-32.9% | $4,153-68.5% | $2,726-52.0% |
| Participant deferral / active EE | $2,486 | $3,212-22.6% | $4,168-40.4% | $4,647-46.5% |
| Admin fee / account holder | $60 | $589-89.8% | $7,715-99.2% | $430-86.1% |