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 |
|---|---|---|
MERCER1+ years Service code 16 PO BOX 13793 · NEWARK, NJ 07188 | Consulting | $28,918 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,509 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,396 | $62,324+110.8% | $68,509+91.8% | $55,191+138.1% |
| Participation rate | 77.8% | 78.9%-1.1pp | 74.7%+3.1pp | 69.2%+8.6pp |
| Annual return | 1.28% | 4.26%-3.0pp | 8.27%-7.0pp | 10.78%-9.5pp |
| Employer contribution / active EE | $4,192 | $2,223+88.6% | $2,278+84.0% | $1,899+120.8% |
| Participant deferral / active EE | $6,850 | $3,425+100.0% | $3,382+102.5% | $3,046+124.9% |
| Admin fee / account holder | $50 | $91-45.6% | $5,275-99.1% | $91-45.2% |