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 | $93,818 |
HARDY REED LLC1 year Service code 16 101 S FRONT STREET · TUPELO, MS 38804 | Consulting | $24,000 |
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 | $97,617 | $69,231+41.0% | $91,989+6.1% | $67,579+44.4% |
| Participation rate | 97.3% | 78.9%+18.3pp | 78.6%+18.6pp | 71.3%+26.0pp |
| Annual return | 28.71% | 32.03%-3.3pp | 69.02%-40.3pp | 378.56%-349.8pp |
| Employer contribution / active EE | $5,244 | $2,284+129.6% | $3,452+51.9% | $2,148+144.2% |
| Participant deferral / active EE | $7,536 | $5,854+28.7% | $5,923+27.2% | $3,539+112.9% |
| Admin fee / account holder | $124 | $107+15.6% | $7,743-98.4% | $142-12.7% |