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 8-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 |
|---|---|---|
RETIRERIGHT LLC2 years Service code 16 2201 WESTOWN PARKWAY · WEST DES MOINES, IA 50265 | Consulting | $68,992 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,247 |
THE LAMPO GROUP, INC.4 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $10,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,599 | $72,254+40.6% | $86,677+17.2% | $64,808+56.8% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.6%+18.4pp | 71.5%+23.6pp |
| Annual return | -15.93% | 392.42%-408.4pp | 35.91%-51.8pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,368 | $2,393+40.7% | $2,836+18.7% | $2,506+34.4% |
| Participant deferral / active EE | $6,522 | $4,658+40.0% | $4,656+40.1% | $4,310+51.3% |
| Admin fee / account holder | $100 | $174-42.3% | $7,493-98.7% | $188-46.6% |