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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $219,663 |
Service code 27 P.O. BOX 529 · MATTOON, IL 61938 | Advisory (Plan) | $81,250 |
Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $40,000 |
WEST & COMPANY, LLC3 years Service code 10 1009 SOUTH HAMILTON · SULLIVAN, IL 61951 | Accounting | $19,700 |
SCHIFF HARDIN LLP5 years Service code 29 233 S WACKER DRIVE · CHICAGO, IL 60606 | Legal | $8,015 |
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 | $235,858 | $102,389+130.4% | $100,516+134.6% | $90,288+161.2% |
| Participation rate | 94.6% | 84.0%+10.6pp | 79.4%+15.2pp | 73.4%+21.2pp |
| Annual return | 14.65% | 22.50%-7.9pp | 30.89%-16.2pp | 53.97%-39.3pp |
| Employer contribution / active EE | $4,641 | $3,056+51.8% | $3,418+35.8% | $2,524+83.9% |
| Participant deferral / active EE | $7,949 | $7,514+5.8% | $6,270+26.8% | $4,232+87.8% |
| Admin fee / account holder | $117 | $83+41.1% | $8,081-98.5% | $114+3.0% |