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 7-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 | $18,943 |
IMA WEALTH INC1 year Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $5,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,034 | $49,693-5.4% | $70,515-33.3% | $74,419-36.8% |
| Participation rate | 74.9% | 64.7%+10.3pp | 68.3%+6.6pp | 70.7%+4.2pp |
| Annual return | 47.90% | 21.22%+26.7pp | 32.77%+15.1pp | 34.38%+13.5pp |
| Employer contribution / active EE | $2,056 | $1,773+15.9% | $2,973-30.9% | $2,637-22.1% |
| Participant deferral / active EE | $3,598 | $3,376+6.6% | $4,567-21.2% | $4,528-20.5% |
| Admin fee / account holder | $105 | $316-66.8% | $6,412-98.4% | $348-69.8% |