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 INC5+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21231 | Recordkeeping | $72,468 |
OPPENHEIMER5+ years Filed as: OPPENHEIMER AND CO., INC. Service code 16 · EIN 75-2154744 85 BROAD STREET, 24TH FLOOR · NEW YORK, NY 10004 | Consulting | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,842 | $66,457+133.0% | $81,382+90.3% | $77,643+99.4% |
| Participation rate | 83.2% | 68.7%+14.5pp | 69.5%+13.8pp | 70.6%+12.7pp |
| Annual return | 13.46% | 15.93%-2.5pp | 24.73%-11.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,659 | $2,159+69.4% | $2,463+48.6% | $2,726+34.2% |
| Participant deferral / active EE | $7,550 | $3,679+105.2% | $3,883+94.4% | $4,647+62.5% |
| Admin fee / account holder | $289 | $583-50.5% | $5,768-95.0% | $430-32.9% |