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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $89,516 |
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 16 11101 SW SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $70,000 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Other commissions; Direct payment fro... | $2,747 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,799 | $131,799+112.3% | $200,582+39.5% | $85,563+227.0% |
| Participation rate | 98.8% | 87.9%+10.9pp | 86.9%+11.9pp | 66.0%+32.8pp |
| Annual return | 13.50% | 21.59%-8.1pp | 42.33%-28.8pp | 31.51%-18.0pp |
| Employer contribution / active EE | $7,573 | $4,532+67.1% | $6,419+18.0% | $2,654+185.4% |
| Participant deferral / active EE | $16,630 | $7,702+115.9% | $9,331+78.2% | $4,375+280.1% |
| Admin fee / account holder | $139 | $235-40.7% | $16,305-99.1% | $834-83.3% |