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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $62,542 |
Filed as: INNOVEST PORTFOLIO SOLITIONS LLC Service code 16 4643 S ULSTER ST · DENVER, CO 80237 | Consulting | $56,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,782 | $89,282+58.8% | $94,646+49.8% | $74,419+90.5% |
| Participation rate | 90.1% | 82.4%+7.7pp | 80.8%+9.3pp | 70.7%+19.4pp |
| Annual return | 21.95% | 25.96%-4.0pp | 156.71%-134.8pp | 34.38%-12.4pp |
| Employer contribution / active EE | $5,823 | $3,022+92.6% | $3,672+58.6% | $2,637+120.8% |
| Participant deferral / active EE | $11,815 | $8,425+40.2% | $7,418+59.3% | $4,528+160.9% |
| Admin fee / account holder | $126 | $219-42.3% | $7,231-98.3% | $348-63.7% |