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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,279 |
IMA WEALTH INC2 years Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $9,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,136 | $55,416-9.5% | $75,972-34.0% | $77,643-35.4% |
| Participation rate | 71.7% | 63.6%+8.1pp | 69.1%+2.6pp | 70.6%+1.1pp |
| Annual return | 12.11% | 17.07%-5.0pp | 359.55%-347.4pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,426 | $1,788+35.7% | $2,685-9.6% | $2,726-11.0% |
| Participant deferral / active EE | $3,971 | $3,447+15.2% | $4,255-6.7% | $4,647-14.6% |
| Admin fee / account holder | $116 | $414-71.9% | $6,467-98.2% | $430-72.9% |