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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $84,781 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,881 | $92,055+69.3% | $106,213+46.8% | $77,643+100.8% |
| Participation rate | 94.8% | 81.0%+13.7pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 12.03% | 17.91%-5.9pp | 116.14%-104.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $3,954 | $3,367+17.4% | $3,171+24.7% | $2,726+45.0% |
| Participant deferral / active EE | $10,910 | $5,386+102.6% | $5,016+117.5% | $4,647+134.8% |
| Admin fee / account holder | $78 | $219-64.4% | $11,033-99.3% | $430-81.9% |