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 |
|---|---|---|
FIRST MIDILLINOIS1+ years Service code 16 PO BOX 529 · MATTOON, IL 61938 | Consulting | $52,723 |
WEST CAPITAL MANAGEMENT1+ years Filed as: WEST AND COMPANY LLC Service code 10 1009 SOUTH HAMILTON PO BOX 80 · SULLIVAN, IL 61951 | Accounting | $17,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,314 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,793 | $68,092+87.7% | $73,307+74.3% | $59,188+115.9% |
| Participation rate | 88.7% | 78.1%+10.7pp | 74.9%+13.8pp | 69.4%+19.3pp |
| Annual return | 53.56% | 5.93%+47.6pp | 5.67%+47.9pp | 5.51%+48.0pp |
| Employer contribution / active EE | $2,267 | $2,018+12.3% | $3,237-30.0% | $2,098+8.0% |
| Participant deferral / active EE | $3,505 | $5,041-30.5% | $4,991-29.8% | $3,265+7.4% |
| Admin fee / account holder | $34 | $630-94.7% | $5,637-99.4% | $92-63.5% |