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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,930 |
LOOMIS SAYLES2 years Filed as: LOOMIS FUND Service code 28 · EIN 04-3200030 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,354 | $88,087+13.9% | $164,866-39.1% | $74,546+34.6% |
| Participation rate | 90.5% | 73.1%+17.4pp | 78.6%+11.9pp | 67.2%+23.3pp |
| Annual return | 12.84% | 17.27%-4.4pp | 69.97%-57.1pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,168 | $2,595-16.4% | $4,343-50.1% | $2,624-17.4% |
| Participant deferral / active EE | $8,231 | $4,499+82.9% | $6,033+36.4% | $4,347+89.3% |
| Admin fee / account holder | $18 | $2,232-99.2% | $12,689-99.9% | $1,944-99.1% |