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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $160,427 |
IMA WEALTH INC3 years Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $50,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,982 | $81,719-24.2% | $101,248-38.8% | $90,288-31.4% |
| Participation rate | 93.6% | 80.7%+12.9pp | 75.8%+17.8pp | 73.4%+20.3pp |
| Annual return | 19.10% | 337.64%-318.5pp | 46.47%-27.4pp | 53.97%-34.9pp |
| Employer contribution / active EE | $4,196 | $3,622+15.8% | $3,660+14.7% | $2,524+66.2% |
| Participant deferral / active EE | $6,250 | $3,310+88.8% | $4,370+43.0% | $4,232+47.7% |
| Admin fee / account holder | $136 | $162-16.2% | $5,945-97.7% | $114+19.0% |