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 7-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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,059,032 |
ALIGHT SOLUTIONS LLC5 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $5,887 |
Employer contribution per participant 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 | $107,997 | $178,759-39.6% | $102,423+5.4% | $106,382+1.5% |
| Participation rate | 94.3% | 91.3%+3.0pp | 76.5%+17.8pp | 69.9%+24.4pp |
| Annual return | 15.42% | 17.23%-1.8pp | 29.32%-13.9pp | 17.37%-2.0pp |
| Employer contribution / active EE | $2,576 | $5,750-55.2% | $3,023-14.8% | $3,364-23.4% |
| Participant deferral / active EE | $7,269 | $9,466-23.2% | $5,053+43.9% | $5,569+30.5% |
| Admin fee / account holder | $52 | $62-16.2% | $9,451-99.4% | $79-34.3% |