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 |
|---|---|---|
Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $25,319 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 99 100 E. PRATT ST. · BALTIMORE, MD 21231 | Other Fees | $7,732 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,678 | $49,915-56.6% | $154,803-86.0% | $74,304-70.8% |
| Participation rate | 82.6% | 54.0%+28.6pp | 78.1%+4.5pp | 60.3%+22.2pp |
| Annual return | 11.46% | 34.06%-22.6pp | 58.88%-47.4pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,307 | $1,611-18.9% | $4,305-69.6% | $2,241-41.7% |
| Participant deferral / active EE | $2,491 | $2,255+10.5% | $5,540-55.0% | $3,767-33.9% |
| Admin fee / account holder | $165 | $2,189-92.5% | $14,329-98.8% | $2,969-94.4% |