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 |
|---|---|---|
Service code 26 · EIN 23-2456861 190 N INDEPENDENCE MALL WEST · PHILADELPHIA, PA 19106 | Advisory (Participants) | $11,500 |
Service code 16 · EIN 51-0383217 3411 SILVERSIDE ROAD · WILMINGTON, DE 19810 | Consulting | $7,750 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3257927 PO BOX 219325, · KANSAS CITY, MO 641219325 | Recordkeeping | $2,030 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,261 | $101,317+0.9% | $146,958-30.4% | $74,495+37.3% |
| Participation rate | 84.5% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.3pp |
| Annual return | 12.44% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,631 | $3,810-4.7% | $4,933-26.4% | $2,623+38.4% |
| Participant deferral / active EE | $4,873 | $7,303-33.3% | $8,070-39.6% | $4,346+12.1% |
| Admin fee / account holder | $150 | $1,739-91.4% | $12,998-98.8% | $1,942-92.3% |