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 9-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 |
|---|---|---|
INVESTACORP5+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 55 2699 STIRLING ROAD, SUITE A200 · FT. LAUDERDALE, FL 33312 | Other Commissions | $24,903 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE Service code 64 PO BOX 64012 · BALTIMORE, MD 21264 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,397 | $104,475-62.3% | $159,436-75.3% | $79,386-50.4% |
| Participation rate | 77.1% | 76.6%+0.5pp | 82.8%-5.7pp | 70.7%+6.4pp |
| Annual return | 22.51% | 67.95%-45.4pp | 263.57%-241.1pp | 116.85%-94.3pp |
| Employer contribution / active EE | $2,613 | $3,417-23.5% | $4,829-45.9% | $2,427+7.7% |
| Participant deferral / active EE | $4,181 | $6,467-35.4% | $7,352-43.1% | $4,046+3.3% |
| Admin fee / account holder | $170 | $711-76.2% | $10,799-98.4% | $626-72.9% |