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 INC8+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $159,043 |
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $62,500 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $54,148 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $17,640 |
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 | $290,813 | $95,388+204.9% | $125,339+132.0% | $77,904+273.3% |
| Participation rate | 98.6% | 78.6%+20.0pp | 82.4%+16.2pp | 73.7%+24.9pp |
| Annual return | -15.48% | 116.19%-131.7pp | 572.05%-587.5pp | 12.21%-27.7pp |
| Employer contribution / active EE | $11,105 | $3,666+202.9% | $4,814+130.7% | $2,848+290.0% |
| Participant deferral / active EE | $14,574 | $7,711+89.0% | $7,446+95.7% | $4,806+203.3% |
| Admin fee / account holder | $96 | $119-19.6% | $10,010-99.0% | $133-27.9% |