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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $62,935 |
Filed as: INNOVEST PORTFOLIO SOLITIONS LLC Service code 16 4643 S ULSTER ST · DENVER, CO 80237 | Consulting | $55,000 |
TULL FORSBERG & OLSON2 years Service code 10 5225 N CENTRAL AVE · PHOENIX, AZ 85012 | Accounting | $10,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,011 | $64,612+112.1% | $86,436+58.5% | $64,808+111.4% |
| Participation rate | 85.6% | 81.5%+4.1pp | 80.3%+5.3pp | 71.5%+14.2pp |
| Annual return | -17.03% | 0.66%-17.7pp | 4394.89%-4411.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $5,425 | $2,744+97.7% | $3,769+44.0% | $2,506+116.5% |
| Participant deferral / active EE | $11,035 | $7,497+47.2% | $6,952+58.7% | $4,310+156.0% |
| Admin fee / account holder | $165 | $169-2.6% | $6,731-97.6% | $188-12.3% |