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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $113,742 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
WINDES, INC.8 years Filed as: WINDES INC. Service code 10 PO BOX 87 · LONG BEACH, CA 90801 | Accounting | $21,500 |
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 | $176,768 | $129,021+37.0% | $184,203-4.0% | $77,643+127.7% |
| Participation rate | 87.6% | 87.3%+0.3pp | 86.8%+0.8pp | 70.6%+17.0pp |
| Annual return | 13.42% | 33.27%-19.9pp | 28.81%-15.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $8,665 | $4,413+96.4% | $6,427+34.8% | $2,726+217.9% |
| Participant deferral / active EE | $4,189 | $7,297-42.6% | $9,131-54.1% | $4,647-9.9% |
| Admin fee / account holder | $178 | $254-29.8% | $13,901-98.7% | $430-58.6% |