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 | $137,533 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $37,500 |
MOSS ADAMS LLP10+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $18,900 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $30 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,139 | $55,331+95.4% | $81,812+32.2% | $199,593-45.8% |
| Participation rate | 96.1% | 62.5%+33.6pp | 72.3%+23.7pp | 72.0%+24.1pp |
| Annual return | 12.90% | 19.59%-6.7pp | 773.79%-760.9pp | 34.25%-21.4pp |
| Employer contribution / active EE | $2,885 | $2,101+37.3% | $2,912-0.9% | $3,034-4.9% |
| Participant deferral / active EE | $8,963 | $3,283+173.0% | $4,319+107.5% | $5,087+76.2% |
| Admin fee / account holder | $178 | $346-48.5% | $7,386-97.6% | $269-33.8% |