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 INC6+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21231 | Recordkeeping | $77,074 |
OPPENHEIMER6+ 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 | $158,787 | $117,025+35.7% | $91,541+73.5% | $85,563+85.6% |
| Participation rate | 71.9% | 64.2%+7.7pp | 69.8%+2.1pp | 66.0%+6.0pp |
| Annual return | 14.51% | 18.02%-3.5pp | 20.50%-6.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $3,284 | $2,120+54.9% | $2,505+31.1% | $2,654+23.7% |
| Participant deferral / active EE | $6,822 | $3,446+98.0% | $4,008+70.2% | $4,375+55.9% |
| Admin fee / account holder | $272 | $1,242-78.1% | $6,956-96.1% | $834-67.4% |