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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,002 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $13,380 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $5,250 |
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 | $119,578 | $84,487+41.5% | $125,339-4.6% | $66,914+78.7% |
| Participation rate | 91.0% | 76.4%+14.6pp | 82.4%+8.7pp | 69.8%+21.2pp |
| Annual return | -21.64% | -8.39%-13.2pp | 572.05%-593.7pp | 1.58%-23.2pp |
| Employer contribution / active EE | $1,163 | $3,553-67.3% | $4,814-75.8% | $2,544-54.3% |
| Participant deferral / active EE | $12,570 | $6,781+85.4% | $7,446+68.8% | $4,237+196.7% |
| Admin fee / account holder | $271 | $685-60.4% | $10,010-97.3% | $593-54.3% |