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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $113,119 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $476 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,471 | $85,135+50.9% | $98,907+29.9% | $73,409+75.0% |
| Participation rate | 95.9% | 81.1%+14.8pp | 76.0%+19.9pp | 72.2%+23.8pp |
| Annual return | 13.66% | 19.14%-5.5pp | 196.43%-182.8pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,673 | $2,721-38.5% | $2,689-37.8% | $2,234-25.1% |
| Participant deferral / active EE | $11,115 | $4,349+155.6% | $4,244+161.9% | $3,805+192.1% |
| Admin fee / account holder | $97 | $139-30.6% | $6,642-98.5% | $158-38.8% |