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 | $44,166 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $18,750 |
BOULAY PLLP8+ years Service code 10 · EIN 41-0887288 | Accounting | $14,267 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $15 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,987 | $72,254+88.2% | $86,677+56.9% | $64,808+109.8% |
| Participation rate | 91.3% | 80.4%+10.8pp | 76.6%+14.7pp | 71.5%+19.8pp |
| Annual return | -20.46% | 392.42%-412.9pp | 35.91%-56.4pp | 32.82%-53.3pp |
| Employer contribution / active EE | $3,569 | $2,393+49.1% | $2,836+25.8% | $2,506+42.4% |
| Participant deferral / active EE | $8,244 | $4,658+77.0% | $4,656+77.1% | $4,310+91.3% |
| Admin fee / account holder | $213 | $174+22.3% | $7,493-97.2% | $188+13.3% |