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 | $131,482 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $241 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,517 | $93,462-22.4% | $164,813-56.0% | $99,062-26.8% |
| Participation rate | 94.4% | 79.9%+14.5pp | 78.6%+15.8pp | 71.6%+22.8pp |
| Annual return | 15.57% | 15.71%-0.1pp | 69.93%-54.4pp | 17.66%-2.1pp |
| Employer contribution / active EE | $1,588 | $3,099-48.8% | $4,341-63.4% | $3,262-51.3% |
| Participant deferral / active EE | $5,834 | $5,366+8.7% | $6,031-3.3% | $5,331+9.4% |
| Admin fee / account holder | $0 | $81-100.0% | $12,690-100.0% | $109-100.0% |