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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $265,297 |
Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $160,269 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,677 | $128,899-73.1% | $113,168-69.4% | $102,872-66.3% |
| Participation rate | 90.1% | 87.0%+3.1pp | 76.6%+13.5pp | 73.0%+17.1pp |
| Annual return | 15.34% | 15.88%-0.5pp | 24.27%-8.9pp | 19.06%-3.7pp |
| Employer contribution / active EE | $1,220 | $3,713-67.1% | $2,975-59.0% | $3,526-65.4% |
| Participant deferral / active EE | $3,417 | $6,787-49.6% | $5,107-33.1% | $5,535-38.3% |
| Admin fee / account holder | $147 | $129+13.5% | $12,068-98.8% | $292-49.8% |