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 | $225,476 |
Service code 27 P.O. BOX 529 · MATTOON, IL 61938 | Advisory (Plan) | $65,000 |
WEST & COMPANY, LLC4 years Service code 10 1009 SOUTH HAMILTON · SULLIVAN, IL 61951 | Accounting | $20,300 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,733 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,084 | $108,617+143.1% | $108,410+143.6% | $93,030+183.9% |
| Participation rate | 96.2% | 83.1%+13.1pp | 80.1%+16.1pp | 73.9%+22.3pp |
| Annual return | 14.57% | 21.63%-7.1pp | 905.27%-890.7pp | 158.70%-144.1pp |
| Employer contribution / active EE | $4,709 | $3,249+44.9% | $3,558+32.3% | $2,706+74.0% |
| Participant deferral / active EE | $8,402 | $7,885+6.5% | $6,563+28.0% | $4,562+84.2% |
| Admin fee / account holder | $72 | $94-23.3% | $7,295-99.0% | $152-52.7% |