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 |
|---|---|---|
ARMANINO LLP7 years Service code 16 PO BOX 398285 · SAN FRANCISCO, CA 94139 | Consulting | $20,375 |
CREATIVE PLANNING LLC1 year Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $13,695 |
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,690 | $99,078-11.5% | $96,544-9.2% | $74,419+17.8% |
| Participation rate | 93.0% | 80.7%+12.3pp | 76.0%+17.0pp | 70.7%+22.3pp |
| Annual return | 16.65% | 22.48%-5.8pp | 25.84%-9.2pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,289 | $2,570+28.0% | $2,965+10.9% | $2,637+24.7% |
| Participant deferral / active EE | $7,089 | $4,933+43.7% | $4,851+46.1% | $4,528+56.5% |
| Admin fee / account holder | $46 | $225-79.5% | $8,252-99.4% | $348-86.8% |