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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $100,797 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,003 | $81,908+44.1% | $90,749+30.0% | $64,808+82.1% |
| Participation rate | 95.5% | 80.5%+15.1pp | 75.7%+19.9pp | 71.5%+24.1pp |
| Annual return | -14.30% | -12.53%-1.8pp | -12.16%-2.1pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,474 | $3,065+13.3% | $2,921+18.9% | $2,506+38.6% |
| Participant deferral / active EE | $10,057 | $4,840+107.8% | $4,564+120.3% | $4,310+133.3% |
| Admin fee / account holder | $86 | $157-45.0% | $8,445-99.0% | $188-53.9% |