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 INC1 year Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $15,062 |
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 13 · EIN 46-5378846 | Contract Administrator | $12,455 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $16,641 | $55,415-70.0% | $155,509-89.3% | $74,495-77.7% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.3pp | 67.2%+30.2pp |
| Annual return | 10.92% | 268.50%-257.6pp | 64.67%-53.8pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $358 | $2,267-84.2% | $4,672-92.3% | $2,623-86.4% |
| Participant deferral / active EE | $2,579 | $2,836-9.1% | $5,626-54.2% | $4,346-40.6% |
| Admin fee / account holder | $185 | $1,738-89.4% | $15,912-98.8% | $1,942-90.5% |