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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $59,580 |
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $23,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,994 | $45,031-68.9% | $84,966-83.5% | $77,643-82.0% |
| Participation rate | 95.9% | 48.7%+47.2pp | 67.5%+28.4pp | 70.6%+25.3pp |
| Annual return | 13.92% | 79.22%-65.3pp | 66.38%-52.5pp | 31.24%-17.3pp |
| Employer contribution / active EE | $715 | $1,609-55.6% | $2,727-73.8% | $2,726-73.8% |
| Participant deferral / active EE | $1,375 | $2,807-51.0% | $4,519-69.6% | $4,647-70.4% |
| Admin fee / account holder | $97 | $912-89.4% | $6,149-98.4% | $430-77.5% |