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 8-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 INC9+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $25,455 |
Filed as: WILLIS TOWERS WATSON Service code 10 1500 MARKET ST · PHILADELPHIA, PA 19102 | Accounting | $24,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,828 | $89,588+41.6% | $136,007-6.7% | $77,643+63.3% |
| Participation rate | 87.9% | 74.3%+13.6pp | 76.5%+11.4pp | 70.6%+17.3pp |
| Annual return | 12.96% | 17.42%-4.5pp | 579.32%-566.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $5,085 | $3,491+45.7% | $4,217+20.6% | $2,726+86.6% |
| Participant deferral / active EE | $7,218 | $5,591+29.1% | $7,025+2.7% | $4,647+55.3% |
| Admin fee / account holder | $51 | $539-90.5% | $6,858-99.3% | $430-88.2% |