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 | $83,828 |
CROWE LLP1 year Service code 10 P.O. BOX 71570 · CHICAGO, IL 60694 | Accounting | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,342 | $81,537-0.2% | $149,718-45.7% | $69,631+16.8% |
| Participation rate | 96.7% | 86.1%+10.5pp | 87.1%+9.6pp | 70.7%+26.0pp |
| Annual return | 10.82% | 22.79%-12.0pp | 1501.63%-1490.8pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $1,871 | $3,239-42.2% | $5,445-65.6% | $2,032-7.9% |
| Participant deferral / active EE | $4,688 | $4,994-6.1% | $6,569-28.6% | $3,224+45.4% |
| Admin fee / account holder | $113 | $107+6.1% | $11,283-99.0% | $110+2.7% |