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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $490,331 |
SMARTDOLLAR5 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $123,708 |
Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $86,250 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $52,300 |
ALIGHT SOLUTIONS LLC4 years Service code 16 P.O. 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 | $160,810 | $143,889+11.8% | $189,513-15.1% | $106,520+51.0% |
| Participation rate | 93.5% | 89.1%+4.3pp | 87.8%+5.7pp | 71.3%+22.2pp |
| Annual return | 15.71% | 17.38%-1.7pp | 555.15%-539.4pp | 19.28%-3.6pp |
| Employer contribution / active EE | $5,786 | $4,416+31.0% | $6,162-6.1% | $2,840+103.7% |
| Participant deferral / active EE | $6,618 | $7,575-12.6% | $8,221-19.5% | $4,948+33.7% |
| Admin fee / account holder | $34 | $98-65.7% | $12,045-99.7% | $75-54.7% |