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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $101,215 |
HARDY REED LLC5 years Service code 16 101 S FRONT STREET · TUPELO, MS 38804 | Consulting | $54,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,393 | $89,282+36.0% | $94,646+28.3% | $74,419+63.1% |
| Participation rate | 96.5% | 82.4%+14.1pp | 80.8%+15.7pp | 70.7%+25.8pp |
| Annual return | 20.47% | 25.96%-5.5pp | 156.71%-136.2pp | 34.38%-13.9pp |
| Employer contribution / active EE | $5,481 | $3,022+81.3% | $3,672+49.2% | $2,637+107.8% |
| Participant deferral / active EE | $9,384 | $8,425+11.4% | $7,418+26.5% | $4,528+107.2% |
| Admin fee / account holder | $134 | $219-38.6% | $7,231-98.1% | $348-61.4% |