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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $60,905 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 16 11101 SW SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $56,000 |
KBF CPAS LLP7 years Filed as: KBF CPA'S LLP Service code 10 5285 MEADOWS DRIVE · LAKE OSWEGO, OR 97035 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,890 | $55,416+82.1% | $75,972+32.8% | $77,643+29.9% |
| Participation rate | 89.1% | 63.6%+25.5pp | 69.1%+20.1pp | 70.6%+18.5pp |
| Annual return | 11.80% | 17.07%-5.3pp | 359.55%-347.7pp | 31.24%-19.4pp |
| Employer contribution / active EE | $3,049 | $1,788+70.5% | $2,685+13.6% | $2,726+11.8% |
| Participant deferral / active EE | $10,754 | $3,447+212.0% | $4,255+152.7% | $4,647+131.4% |
| Admin fee / account holder | $194 | $414-53.0% | $6,467-97.0% | $430-54.8% |