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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $195,188 |
Filed as: FIRST MID WEALTH MANAGEMENT Service code 16 PO BOX 499 · MATTOON, IL 61938 | Consulting | $81,250 |
WEST & COMPANY, LLC7 years Service code 10 1009 SOUTH HAMILTON · SULLIVAN, IL 61951 | Accounting | $24,000 |
MORNINGSTAR4 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $12,450 |
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 | $280,828 | $115,744+142.6% | $100,391+179.7% | $199,593+40.7% |
| Participation rate | 94.8% | 85.7%+9.2pp | 81.5%+13.4pp | 72.0%+22.9pp |
| Annual return | 15.03% | 17.79%-2.8pp | 49.20%-34.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $5,365 | $3,657+46.7% | $3,942+36.1% | $3,034+76.8% |
| Participant deferral / active EE | $9,511 | $9,844-3.4% | $8,082+17.7% | $5,087+87.0% |
| Admin fee / account holder | $106 | $93+13.8% | $7,899-98.7% | $269-60.7% |