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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $50,293 |
ERNST & YOUNG LLP1 year Service code 10 P.O. BOX 640382 · PITTSBURGH, PA 15264 | Accounting | $9,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,741 | $89,436+3.7% | $164,813-43.7% | $77,643+19.4% |
| Participation rate | 90.7% | 78.6%+12.1pp | 78.6%+12.1pp | 70.6%+20.1pp |
| Annual return | 12.52% | 28.83%-16.3pp | 69.93%-57.4pp | 31.24%-18.7pp |
| Employer contribution / active EE | $3,348 | $2,569+30.3% | $4,341-22.9% | $2,726+22.8% |
| Participant deferral / active EE | $6,577 | $4,897+34.3% | $6,031+9.0% | $4,647+41.5% |
| Admin fee / account holder | $103 | $339-69.6% | $12,690-99.2% | $430-76.0% |