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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $72,937 |
COHNREZNICK LLP9 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $28,700 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,082 | $98,727+279.9% | $113,168+231.4% | $85,563+338.4% |
| Participation rate | 95.2% | 80.8%+14.4pp | 76.6%+18.7pp | 66.0%+29.3pp |
| Annual return | 15.12% | 17.43%-2.3pp | 24.27%-9.1pp | 31.51%-16.4pp |
| Employer contribution / active EE | $7,382 | $2,907+154.0% | $2,975+148.1% | $2,654+178.2% |
| Participant deferral / active EE | $19,681 | $5,424+262.8% | $5,107+285.4% | $4,375+349.8% |
| Admin fee / account holder | $56 | $357-84.2% | $12,068-99.5% | $834-93.2% |