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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $27,206 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 100 INTERNATIONAL DR · BALTIMORE, MD 21202 | Accounting | $10,950 |
HEWITT ASSOCIATES LLC1+ years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $8,943 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $812 |
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 | $206,268 | $46,745+341.3% | $60,547+240.7% | $52,331+294.2% |
| Participation rate | 96.2% | 58.6%+37.6pp | 68.0%+28.2pp | 68.1%+28.1pp |
| Annual return | 1.70% | 0.61%+1.1pp | 335.64%-333.9pp | 4.54%-2.8pp |
| Employer contribution / active EE | $4,285 | $1,259+240.4% | $2,419+77.1% | $1,882+127.7% |
| Participant deferral / active EE | $9,918 | $2,145+362.4% | $3,328+198.0% | $3,022+228.2% |
| Admin fee / account holder | $231 | $537-56.9% | $4,536-94.9% | $592-60.9% |