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 10-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 | $56,991 |
TRUENORTH, INC.4 years Service code 16 8200 E. 32RD STREET NORTH · WICHITA, KS 67226 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Securities brokerage; Float revenue; ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,004 | $78,275+101.9% | $109,143+44.8% | $86,799+82.0% |
| Participation rate | 73.0% | 73.8%-0.8pp | 75.9%-2.8pp | 72.3%+0.8pp |
| Annual return | 14.62% | 19.14%-4.5pp | 25.75%-11.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $2,965 | $3,105-4.5% | $3,722-20.3% | $2,405+23.3% |
| Participant deferral / active EE | $6,529 | $3,641+79.3% | $4,653+40.3% | $4,131+58.0% |
| Admin fee / account holder | $154 | $198-22.2% | $6,752-97.7% | $170-8.9% |