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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $223,234 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 27 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Advisory (Plan) | $124,642 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $2,306 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Securities brokerage; ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,210 | $88,122+45.5% | $141,162-9.2% | $67,579+89.7% |
| Participation rate | 84.6% | 76.5%+8.2pp | 82.5%+2.2pp | 71.3%+13.4pp |
| Annual return | 23.39% | 75.40%-52.0pp | 71.39%-48.0pp | 378.56%-355.2pp |
| Employer contribution / active EE | $6,476 | $3,224+100.8% | $4,735+36.8% | $2,148+201.5% |
| Participant deferral / active EE | $10,854 | $5,958+82.2% | $6,709+61.8% | $3,539+206.7% |
| Admin fee / account holder | $123 | $131-5.7% | $10,261-98.8% | $142-13.2% |