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 INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $50,112 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,569 | $122,186-45.5% | $146,958-54.7% | $199,593-66.6% |
| Participation rate | 95.4% | 78.3%+17.1pp | 82.2%+13.2pp | 72.0%+23.4pp |
| Annual return | 13.80% | 30.56%-16.8pp | 418.34%-404.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,881 | $4,093-29.6% | $4,933-41.6% | $3,034-5.0% |
| Participant deferral / active EE | $8,039 | $8,502-5.5% | $8,070-0.4% | $5,087+58.0% |
| Admin fee / account holder | $2 | $179-99.1% | $12,998-100.0% | $269-99.4% |