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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $89,966 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,666 | $84,784+65.9% | $98,439+42.9% | $74,419+89.0% |
| Participation rate | 94.7% | 81.5%+13.2pp | 75.2%+19.5pp | 70.7%+24.0pp |
| Annual return | 20.32% | 20.59%-0.3pp | 21.16%-0.8pp | 34.38%-14.1pp |
| Employer contribution / active EE | $3,538 | $3,364+5.2% | $3,048+16.1% | $2,637+34.2% |
| Participant deferral / active EE | $10,290 | $5,218+97.2% | $4,738+117.2% | $4,528+127.2% |
| Admin fee / account holder | $79 | $204-61.3% | $8,948-99.1% | $348-77.3% |