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 |
|---|---|---|
SC&H ATTEST SERVICES, P.C.2 years Service code 10 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Accounting | $23,000 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,228 | $53,165+60.3% | $86,188-1.1% | $74,419+14.5% |
| Participation rate | 91.1% | 64.9%+26.2pp | 69.0%+22.1pp | 70.7%+20.3pp |
| Annual return | 22.03% | 22.64%-0.6pp | 1168.45%-1146.4pp | 34.38%-12.3pp |
| Employer contribution / active EE | $2,291 | $1,210+89.4% | $2,380-3.7% | $2,637-13.1% |
| Participant deferral / active EE | $6,188 | $3,234+91.3% | $3,985+55.3% | $4,528+36.7% |
| Admin fee / account holder | $88 | $551-84.1% | $6,852-98.7% | $348-74.8% |