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 |
|---|---|---|
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $28,140 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER Service code 10 PO BOX 7096 · INDIANAPOLIS, IN 46206 | Accounting | $11,500 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,500 |
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 | $74,342 | $185,342-59.9% | $111,297-33.2% | $86,799-14.4% |
| Participation rate | 97.3% | 81.0%+16.3pp | 77.3%+20.0pp | 72.3%+25.0pp |
| Annual return | 11.02% | 500.80%-489.8pp | 54.65%-43.6pp | 97.91%-86.9pp |
| Employer contribution / active EE | $1,783 | $2,246-20.6% | $2,731-34.7% | $2,405-25.9% |
| Participant deferral / active EE | $4,249 | $4,458-4.7% | $4,487-5.3% | $4,131+2.9% |
| Admin fee / account holder | $90 | $255-64.6% | $7,964-98.9% | $170-46.7% |