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 |
|---|---|---|
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $12,000 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERV. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,447 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,274 | $58,879+107.7% | $178,490-31.5% | $73,488+66.4% |
| Participation rate | 91.7% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.1pp |
| Annual return | 16.60% | 24.86%-8.3pp | 151.07%-134.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $4,699 | $2,236+110.2% | $5,011-6.2% | $2,270+107.0% |
| Participant deferral / active EE | $3,758 | $2,567+46.4% | $5,202-27.8% | $3,740+0.5% |
| Admin fee / account holder | $169 | $400-57.7% | $13,984-98.8% | $513-67.0% |