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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $108,873 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
WINDES, INC.7 years Filed as: WINDES INC. Service code 10 PO BOX 87 · LONG BEACH, CA 90801 | Accounting | $22,500 |
Participant contribution per participant 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 | $164,509 | $100,227+64.1% | $169,993-3.2% | $74,419+121.1% |
| Participation rate | 87.0% | 87.3%-0.4pp | 87.0%0pp | 70.7%+16.2pp |
| Annual return | 16.11% | 66.08%-50.0pp | 53.37%-37.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $12,253 | $4,263+187.4% | $6,785+80.6% | $2,637+364.6% |
| Participant deferral / active EE | $3,584 | $7,143-49.8% | $10,408-65.6% | $4,528-20.8% |
| Admin fee / account holder | $185 | $234-21.3% | $12,815-98.6% | $348-46.9% |