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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $59,803 |
FRAZIER & DEETER, LLC8 years Filed as: FRAZIER & DEETER Service code 10 1230 PEACHTREE STREET · ATLANTA, GA 30309 | Accounting | $23,000 |
AON CONSULTING11+ years Service code 16 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,512 | $108,719+214.1% | $101,326+237.0% | $85,563+299.1% |
| Participation rate | 68.6% | 80.9%-12.3pp | 81.5%-12.9pp | 66.0%+2.6pp |
| Annual return | 11.91% | 20.95%-9.0pp | 36.82%-24.9pp | 31.51%-19.6pp |
| Employer contribution / active EE | $6,673 | $3,114+114.3% | $3,665+82.0% | $2,654+151.5% |
| Participant deferral / active EE | $10,748 | $8,545+25.8% | $7,994+34.5% | $4,375+145.7% |
| Admin fee / account holder | $124 | $685-82.0% | $11,185-98.9% | $834-85.2% |