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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $35,310 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $22,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $9 |
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 | $107,970 | $52,626+105.2% | $98,442+9.7% | $93,030+16.1% |
| Participation rate | 97.9% | 65.3%+32.5pp | 73.3%+24.5pp | 73.9%+24.0pp |
| Annual return | 12.53% | 16.95%-4.4pp | 1492.73%-1480.2pp | 158.70%-146.2pp |
| Employer contribution / active EE | $2,746 | $1,894+45.0% | $2,960-7.2% | $2,706+1.5% |
| Participant deferral / active EE | $8,134 | $2,907+179.8% | $4,276+90.2% | $4,562+78.3% |
| Admin fee / account holder | $46 | $102-54.6% | $5,949-99.2% | $152-69.4% |