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 INC2+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,514 |
OPPENHEIMER2+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,144 | $66,528+146.7% | $86,874+88.9% | $86,799+89.1% |
| Participation rate | 91.4% | 72.4%+19.0pp | 71.6%+19.8pp | 72.3%+19.1pp |
| Annual return | 13.31% | 19.56%-6.2pp | 63.52%-50.2pp | 97.91%-84.6pp |
| Employer contribution / active EE | $3,316 | $2,007+65.2% | $2,495+32.9% | $2,405+37.8% |
| Participant deferral / active EE | $7,296 | $3,240+125.2% | $3,699+97.2% | $4,131+76.6% |
| Admin fee / account holder | $293 | $148+97.8% | $5,828-95.0% | $170+72.8% |