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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $49,750 |
DELAP LLP7 years Filed as: DELAP Service code 10 5885 MEADOWS RD · LAKE OSWEGO, OR 97035 | Accounting | $20,353 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,822 | $71,142+29.1% | $119,609-23.2% | $64,808+41.7% |
| Participation rate | 74.9% | 78.6%-3.7pp | 79.3%-4.3pp | 71.5%+3.5pp |
| Annual return | -6.83% | -10.01%+3.2pp | -14.97%+8.1pp | 32.82%-39.7pp |
| Employer contribution / active EE | $2,364 | $2,497-5.3% | $4,232-44.1% | $2,506-5.7% |
| Participant deferral / active EE | $5,317 | $4,490+18.4% | $5,602-5.1% | $4,310+23.4% |
| Admin fee / account holder | $139 | $162-14.5% | $10,323-98.7% | $188-26.2% |