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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $202,590 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 27 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Advisory (Plan) | $62,321 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,797 | $100,801+50.6% | $149,696+1.4% | $73,409+106.8% |
| Participation rate | 87.5% | 77.7%+9.8pp | 82.5%+5.0pp | 72.2%+15.3pp |
| Annual return | 23.24% | 265.34%-242.1pp | 276.60%-253.4pp | 59.29%-36.1pp |
| Employer contribution / active EE | $8,676 | $3,312+162.0% | $4,644+86.8% | $2,234+288.4% |
| Participant deferral / active EE | $12,731 | $6,404+98.8% | $6,842+86.1% | $3,805+234.5% |
| Admin fee / account holder | $104 | $181-42.4% | $9,309-98.9% | $158-34.1% |