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 8-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 INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $187,889 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $85,000 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $77,589 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $339 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,088 | $145,877+23.5% | $150,045+20.0% | $102,872+75.1% |
| Participation rate | 86.1% | 79.8%+6.2pp | 82.3%+3.8pp | 73.0%+13.1pp |
| Annual return | 13.96% | 21.37%-7.4pp | 62.55%-48.6pp | 19.06%-5.1pp |
| Employer contribution / active EE | $10,941 | $4,710+132.3% | $4,693+133.1% | $3,526+210.3% |
| Participant deferral / active EE | $16,583 | $9,491+74.7% | $7,997+107.4% | $5,535+199.6% |
| Admin fee / account holder | $181 | $176+3.0% | $13,435-98.7% | $292-38.0% |