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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $233,625 |
Filed as: FIRST MID WEALTH MANAGEMENT Service code 27 PO BOX 499 · MATTOON, IL 61938 | Advisory (Plan) | $48,750 |
WEST & COMPANY, LLC5 years Service code 10 1009 SOUTH HAMILTON · SULLIVAN, IL 61951 | Accounting | $20,900 |
MORNINGSTAR2 years Service code 16 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Consulting | $7,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,954 | $87,621+145.3% | $86,436+148.7% | $77,904+175.9% |
| Participation rate | 95.6% | 85.8%+9.8pp | 80.3%+15.3pp | 73.7%+21.9pp |
| Annual return | -17.53% | -13.90%-3.6pp | 4394.89%-4412.4pp | 12.21%-29.7pp |
| Employer contribution / active EE | $4,742 | $3,474+36.5% | $3,769+25.8% | $2,848+66.5% |
| Participant deferral / active EE | $8,413 | $8,645-2.7% | $6,952+21.0% | $4,806+75.1% |
| Admin fee / account holder | $103 | $85+22.2% | $6,731-98.5% | $133-22.0% |