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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $106,420 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,356 | $93,131+56.1% | $106,548+36.4% | $86,799+67.5% |
| Participation rate | 96.5% | 81.4%+15.1pp | 76.1%+20.4pp | 72.3%+24.3pp |
| Annual return | 13.05% | 19.45%-6.4pp | 26.80%-13.8pp | 97.91%-84.9pp |
| Employer contribution / active EE | $3,247 | $2,895+12.1% | $2,819+15.2% | $2,405+35.0% |
| Participant deferral / active EE | $10,231 | $4,708+117.3% | $4,398+132.6% | $4,131+147.7% |
| Admin fee / account holder | $95 | $145-34.8% | $7,407-98.7% | $170-44.2% |