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 |
|---|---|---|
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $23,400 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,574 |
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 | $104,226 | $74,024+40.8% | $77,999+33.6% | $57,658+80.8% |
| Participation rate | 94.4% | 79.7%+14.7pp | 75.5%+18.9pp | 70.2%+24.2pp |
| Annual return | 19.98% | 12.14%+7.8pp | 425.96%-406.0pp | 5.13%+14.9pp |
| Employer contribution / active EE | $5,896 | $2,365+149.3% | $2,470+138.7% | $1,974+198.7% |
| Participant deferral / active EE | $8,310 | $3,533+135.2% | $3,497+137.6% | $3,061+171.5% |
| Admin fee / account holder | $32 | $93-65.5% | $5,480-99.4% | $95-66.0% |