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 |
|---|---|---|
KPMG LLP1 year Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $100,879 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $43,606 |
AON CONSULTING1 year Filed as: AON RISK SERVICES SOUTH INC Service code 23 75 REMITTANCE DRIVE · CHICAGO, IL 60675 | Direct payment from the plan; Insuran... | $9,456 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,113 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,317 | $98,982+179.2% | $162,163+70.4% | $65,185+323.9% |
| Participation rate | 95.2% | 85.8%+9.4pp | 87.6%+7.6pp | 70.2%+25.0pp |
| Annual return | 21.51% | 24.84%-3.3pp | 115.59%-94.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $13,284 | $3,467+283.2% | $5,614+136.6% | $2,177+510.3% |
| Participant deferral / active EE | $12,630 | $5,384+134.6% | $7,298+73.1% | $3,514+259.4% |
| Admin fee / account holder | $781 | $596+30.9% | $10,843-92.8% | $847-7.8% |