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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $192,140 |
IMA WEALTH INC6 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 | $73,366 | $88,480-17.1% | $96,683-24.1% | $80,160-8.5% |
| Participation rate | 92.2% | 79.9%+12.4pp | 74.3%+17.9pp | 72.9%+19.3pp |
| Annual return | 16.18% | 22.53%-6.4pp | 35.69%-19.5pp | 40.38%-24.2pp |
| Employer contribution / active EE | $4,913 | $4,176+17.6% | $3,737+31.5% | $2,978+65.0% |
| Participant deferral / active EE | $8,099 | $3,959+104.6% | $4,878+66.0% | $5,017+61.4% |
| Admin fee / account holder | $141 | $212-33.3% | $6,730-97.9% | $145-2.5% |