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 6-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 | $271,529 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,622 | $78,339-44.3% | $85,682-49.1% | $93,030-53.1% |
| Participation rate | 93.1% | 72.5%+20.6pp | 69.9%+23.2pp | 73.9%+19.1pp |
| Annual return | 15.91% | 21.17%-5.3pp | 21.49%-5.6pp | 158.70%-142.8pp |
| Employer contribution / active EE | $1,925 | $2,560-24.8% | $2,618-26.5% | $2,706-28.8% |
| Participant deferral / active EE | $3,763 | $3,882-3.1% | $3,923-4.1% | $4,562-17.5% |
| Admin fee / account holder | $71 | $104-31.5% | $6,873-99.0% | $152-53.1% |