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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $88,489 |
GORDON FEINBLATT LLC3+ years Service code 29 233 EAST REDWOOD STREET · BALTIMORE, MD 21202 | Legal | $74,513 |
SMARTDOLLAR1 year Service code 50 1749 MALLORY LAND · BRENTWOOD, TN 37027 | Direct Payment | $56,667 |
Service code 10 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $32,900 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $7,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,970 | $112,134+7.0% | $149,718-19.9% | $80,976+48.2% |
| Participation rate | 86.1% | 87.3%-1.2pp | 87.1%-1.0pp | 68.3%+17.8pp |
| Annual return | 17.24% | 17.23%0pp | 1501.63%-1484.4pp | 22.91%-5.7pp |
| Employer contribution / active EE | $4,112 | $3,991+3.0% | $5,445-24.5% | $2,402+71.2% |
| Participant deferral / active EE | $4,685 | $6,036-22.4% | $6,569-28.7% | $3,848+21.7% |
| Admin fee / account holder | $12 | $109-88.7% | $11,283-99.9% | $67-81.8% |