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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $68,564 |
Filed as: INVESTMENT RESEARCH & ADV GROUP Service code 27 1180 W. PEACHTREE ST · ATLANTA, GA 30309 | Advisory (Plan) | $35,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $15,500 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,305 | $129,021-6.0% | $184,203-34.1% | $77,643+56.2% |
| Participation rate | 83.7% | 87.3%-3.6pp | 86.8%-3.1pp | 70.6%+13.2pp |
| Annual return | 16.85% | 33.27%-16.4pp | 28.81%-12.0pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,853 | $4,413-35.3% | $6,427-55.6% | $2,726+4.7% |
| Participant deferral / active EE | $9,859 | $7,297+35.1% | $9,131+8.0% | $4,647+112.2% |
| Admin fee / account holder | $149 | $254-41.4% | $13,901-98.9% | $430-65.5% |