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 INC1+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,522 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER AND CO., INC. Service code 16 · EIN 75-2154744 85 BROAD STREET, 24TH FLOOR · NEW YORK, NY 10004 | Consulting | $18,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,814 | $61,473+129.1% | $81,930+71.9% | $73,409+91.8% |
| Participation rate | 95.0% | 72.4%+22.6pp | 72.0%+23.0pp | 72.2%+22.9pp |
| Annual return | 13.68% | 28.26%-14.6pp | 29.49%-15.8pp | 59.29%-45.6pp |
| Employer contribution / active EE | $3,603 | $1,898+89.9% | $4,310-16.4% | $2,234+61.3% |
| Participant deferral / active EE | $7,439 | $3,080+141.5% | $7,107+4.7% | $3,805+95.5% |
| Admin fee / account holder | $245 | $125+95.2% | $5,158-95.3% | $158+55.1% |