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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $220,990 |
Service code 16 PO BOX 71396 · CHICAGO, IL 60694 | Consulting | $52,000 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,722 | $102,872+107.8% | $180,183+18.6% | $102,872+107.8% |
| Participation rate | 96.7% | 73.0%+23.7pp | 77.4%+19.3pp | 73.0%+23.7pp |
| Annual return | 16.45% | 19.06%-2.6pp | 27.86%-11.4pp | 19.06%-2.6pp |
| Employer contribution / active EE | $9,638 | $3,526+173.3% | $5,039+91.3% | $3,526+173.3% |
| Participant deferral / active EE | $16,177 | $5,535+192.3% | $6,822+137.1% | $5,535+192.3% |
| Admin fee / account holder | $59 | $292-79.7% | $19,975-99.7% | $292-79.7% |