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 INC4 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3257927 PO BOX 219325, · KANSAS CITY, MO 641219325 | Recordkeeping | $2,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,599 | $91,407+3.5% | $135,903-30.4% | $71,457+32.4% |
| Participation rate | 83.7% | 75.7%+8.1pp | 81.9%+1.8pp | 67.9%+15.8pp |
| Annual return | 16.80% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $3,299 | $3,703-10.9% | $4,856-32.1% | $2,588+27.5% |
| Participant deferral / active EE | $4,393 | $7,092-38.1% | $7,758-43.4% | $4,289+2.4% |
| Admin fee / account holder | $129 | $1,266-89.8% | $10,762-98.8% | $1,587-91.9% |