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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $552,224 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $399,696 |
Employer contribution per participant 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 | $85,633 | $143,368-40.3% | $87,100-1.7% | $89,569-4.4% |
| Participation rate | 91.0% | 88.2%+2.8pp | 76.9%+14.2pp | 69.6%+21.5pp |
| Annual return | 33.18% | 28.55%+4.6pp | 28.19%+5.0pp | 34.56%-1.4pp |
| Employer contribution / active EE | $1,458 | $4,012-63.7% | $2,521-42.2% | $2,584-43.6% |
| Participant deferral / active EE | $5,305 | $7,129-25.6% | $4,049+31.0% | $4,220+25.7% |
| Admin fee / account holder | $47 | $61-23.5% | $7,497-99.4% | $72-35.0% |