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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,137,525 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $91,780 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $86,434 |
ERNST & YOUNG LLP2 years Service code 10 P.O. BOX 640382 · PITTSBURG, PA 15264 | Accounting | $61,800 |
Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $15,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,645 | $89,569+3.4% | $392,568-76.4% | $89,569+3.4% |
| Participation rate | 82.8% | 69.6%+13.3pp | 78.1%+4.8pp | 69.6%+13.3pp |
| Annual return | 21.71% | 34.56%-12.8pp | 24.42%-2.7pp | 34.56%-12.8pp |
| Employer contribution / active EE | $4,526 | $2,584+75.1% | $3,783+19.6% | $2,584+75.1% |
| Participant deferral / active EE | $4,945 | $4,220+17.2% | $5,985-17.4% | $4,220+17.2% |
| Admin fee / account holder | $36 | $72-49.3% | $6,260-99.4% | $72-49.3% |