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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $15,118 |
AON CONSULTING2 years Filed as: AON RISK SERVICES SOUTH INC Service code 23 75 REMITTANCE DRIVE · CHICAGO, IL 60675 | Insurance services; Direct payment fr... | $9,907 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,500 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $890 |
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 | $317,756 | $136,307+133.1% | $177,821+78.7% | $73,488+332.4% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.7%+10.0pp | 70.7%+27.0pp |
| Annual return | 16.47% | 18.68%-2.2pp | 48.32%-31.9pp | 28.51%-12.0pp |
| Employer contribution / active EE | $10,369 | $3,712+179.3% | $5,918+75.2% | $2,270+356.7% |
| Participant deferral / active EE | $14,634 | $5,829+151.1% | $7,714+89.7% | $3,740+291.3% |
| Admin fee / account holder | $186 | $596-68.8% | $12,427-98.5% | $513-63.8% |