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 10-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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $185,927 |
Service code 26 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Participants) | $30,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,299 | $160,882-72.5% | $200,582-77.9% | $102,872-56.9% |
| Participation rate | 94.1% | 91.2%+3.0pp | 86.9%+7.2pp | 73.0%+21.1pp |
| Annual return | 18.45% | 18.15%+0.3pp | 42.33%-23.9pp | 19.06%-0.6pp |
| Employer contribution / active EE | $2,718 | $5,602-51.5% | $6,419-57.6% | $3,526-22.9% |
| Participant deferral / active EE | $4,611 | $9,300-50.4% | $9,331-50.6% | $5,535-16.7% |
| Admin fee / account holder | $83 | $125-33.7% | $16,305-99.5% | $292-71.7% |