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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $90,445 |
HARDY REED LLC2 years Service code 27 101 S FRONT STREET · TUPELO, MS 38804 | Advisory (Plan) | $49,440 |
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 | $111,935 | $78,781+42.1% | $100,516+11.4% | $73,409+52.5% |
| Participation rate | 96.4% | 80.0%+16.3pp | 79.4%+17.0pp | 72.2%+24.2pp |
| Annual return | 18.74% | 31.69%-12.9pp | 30.89%-12.1pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1,989 | $2,420-17.8% | $3,418-41.8% | $2,234-11.0% |
| Participant deferral / active EE | $7,255 | $6,537+11.0% | $6,270+15.7% | $3,805+90.7% |
| Admin fee / account holder | $146 | $145+0.7% | $8,081-98.2% | $158-7.3% |