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 | $693,946 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,103 | $45,365-9.4% | $58,482-29.7% | $96,393-57.4% |
| Participation rate | 20.3% | 30.9%-10.6pp | 50.9%-30.5pp | 71.3%-51.0pp |
| Annual return | 18.86% | 20.48%-1.6pp | 4239.32%-4220.5pp | 22.88%-4.0pp |
| Employer contribution / active EE | $344 | $584-41.1% | $1,053-67.3% | $3,238-89.4% |
| Participant deferral / active EE | $820 | $1,304-37.1% | $1,924-57.4% | $5,455-85.0% |
| Admin fee / account holder | $57 | $74-23.2% | $2,516-97.7% | $74-22.8% |