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 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $58,060 |
OPPENHEIMER3+ 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 | $145,096 | $56,503+156.8% | $70,092+107.0% | $64,808+123.9% |
| Participation rate | 92.1% | 70.5%+21.6pp | 70.5%+21.6pp | 71.5%+20.6pp |
| Annual return | -11.30% | -13.44%+2.1pp | 190.73%-202.0pp | 32.82%-44.1pp |
| Employer contribution / active EE | $3,441 | $2,046+68.2% | $2,559+34.5% | $2,506+37.3% |
| Participant deferral / active EE | $7,576 | $3,389+123.5% | $3,849+96.8% | $4,310+75.8% |
| Admin fee / account holder | $269 | $160+67.9% | $6,267-95.7% | $188+43.4% |