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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $26,151 |
SIKICH LLP2 years Filed as: SIKICH CAPITAL MANAGEMENT LLC Service code 16 1415 W DIEHL RD · NAPERVILLE, IL 60563 | Consulting | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,346 | $50,815+22.7% | $155,509-59.9% | $77,643-19.7% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.7pp |
| Annual return | 12.45% | 34.80%-22.4pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,296 | $1,993-34.9% | $4,672-72.3% | $2,726-52.4% |
| Participant deferral / active EE | $4,204 | $2,822+49.0% | $5,626-25.3% | $4,647-9.5% |
| Admin fee / account holder | $181 | $437-58.7% | $15,912-98.9% | $430-58.1% |