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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $965,230 |
ALIGHT SOLUTIONS LLC1 year Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $15,600 |
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 | $95,318 | $164,350-42.0% | $95,952-0.7% | $106,222-10.3% |
| Participation rate | 93.4% | 90.5%+3.0pp | 77.1%+16.4pp | 70.8%+22.6pp |
| Annual return | 14.43% | 14.56%-0.1pp | 91.61%-77.2pp | 21.69%-7.3pp |
| Employer contribution / active EE | $1,458 | $4,292-66.0% | $2,541-42.6% | $2,723-46.5% |
| Participant deferral / active EE | $5,586 | $7,854-28.9% | $4,167+34.1% | $4,600+21.4% |
| Admin fee / account holder | $52 | $65-21.2% | $6,795-99.2% | $78-34.2% |