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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $191,224 |
IMA WEALTH INC4 years Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,756 | $88,770-16.9% | $109,143-32.4% | $93,030-20.7% |
| Participation rate | 92.6% | 81.5%+11.2pp | 75.9%+16.8pp | 73.9%+18.7pp |
| Annual return | 14.77% | 60.64%-45.9pp | 25.75%-11.0pp | 158.70%-143.9pp |
| Employer contribution / active EE | $4,681 | $3,780+23.8% | $3,722+25.8% | $2,706+73.0% |
| Participant deferral / active EE | $7,387 | $3,630+103.5% | $4,653+58.8% | $4,562+61.9% |
| Admin fee / account holder | $152 | $172-11.6% | $6,752-97.7% | $152+0.5% |