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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $198,093 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $54,544 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $42,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Other commissions; Securities brokera... | $140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,250 | $107,459+28.7% | $135,903+1.7% | $80,160+72.5% |
| Participation rate | 86.2% | 78.0%+8.2pp | 81.9%+4.3pp | 72.9%+13.3pp |
| Annual return | 23.08% | 91.91%-68.8pp | 68.23%-45.1pp | 40.38%-17.3pp |
| Employer contribution / active EE | $9,724 | $3,877+150.8% | $4,856+100.2% | $2,978+226.6% |
| Participant deferral / active EE | $14,237 | $8,195+73.7% | $7,758+83.5% | $5,017+183.8% |
| Admin fee / account holder | $107 | $127-16.0% | $10,762-99.0% | $145-26.4% |