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 INC7+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $191,873 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $106,250 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $76,237 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,035 | $122,186+30.2% | $146,958+8.2% | $199,593-20.3% |
| Participation rate | 90.0% | 78.3%+11.7pp | 82.2%+7.8pp | 72.0%+18.0pp |
| Annual return | 15.21% | 30.56%-15.3pp | 418.34%-403.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $10,579 | $4,093+158.5% | $4,933+114.5% | $3,034+248.7% |
| Participant deferral / active EE | $16,050 | $8,502+88.8% | $8,070+98.9% | $5,087+215.5% |
| Admin fee / account holder | $203 | $179+13.3% | $12,998-98.4% | $269-24.7% |