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 INC3 years Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,548 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Consulting | $21,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,745 | $185,342-61.3% | $111,297-35.5% | $86,799-17.3% |
| Participation rate | 99.4% | 81.0%+18.4pp | 77.3%+22.1pp | 72.3%+27.1pp |
| Annual return | 12.99% | 500.80%-487.8pp | 54.65%-41.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $3,451 | $2,246+53.7% | $2,731+26.4% | $2,405+43.5% |
| Participant deferral / active EE | $4,052 | $4,458-9.1% | $4,487-9.7% | $4,131-1.9% |
| Admin fee / account holder | $130 | $255-49.0% | $7,964-98.4% | $170-23.1% |