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 | $1,126,230 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $95,630 |
PRICEWATERHOUSECOOPERS LLP9 years Service code 10 P.O. BOX 952282 · DALLAS, TX 753952282 | Accounting | $60,625 |
ALIGHT SOLUTIONS LLC8 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $9,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,371 | $171,977+9.5% | $200,582-6.1% | $140,769+33.8% |
| Participation rate | 93.2% | 93.2%0pp | 86.9%+6.4pp | 74.2%+19.1pp |
| Annual return | 14.82% | 19.20%-4.4pp | 42.33%-27.5pp | 16.82%-2.0pp |
| Employer contribution / active EE | $7,301 | $6,031+21.1% | $6,419+13.7% | $3,906+86.9% |
| Participant deferral / active EE | $8,508 | $9,366-9.2% | $9,331-8.8% | $6,717+26.7% |
| Admin fee / account holder | $72 | $68+5.4% | $16,305-99.6% | $229-68.8% |