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 INC4+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,641 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER AND CO., INC. Service code 16 · EIN 75-2154744 85 BROAD STREET, 24TH FLOOR · NEW YORK, NY 10004 | Consulting | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,930 | $69,823+129.1% | $77,163+107.3% | $74,419+114.9% |
| Participation rate | 91.4% | 70.0%+21.4pp | 69.6%+21.8pp | 70.7%+20.7pp |
| Annual return | 16.20% | 19.98%-3.8pp | 37.87%-21.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,707 | $2,150+72.4% | $2,535+46.2% | $2,637+40.5% |
| Participant deferral / active EE | $8,139 | $3,558+128.8% | $3,833+112.3% | $4,528+79.7% |
| Admin fee / account holder | $273 | $398-31.4% | $5,472-95.0% | $348-21.6% |