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 LLP3+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $14,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,839 |
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 | $126,984 | $75,284+68.7% | $91,001+39.5% | $69,631+82.4% |
| Participation rate | 93.3% | 80.4%+12.9pp | 75.6%+17.7pp | 70.7%+22.6pp |
| Annual return | 18.42% | 48.40%-30.0pp | 4.60%+13.8pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $5,983 | $2,473+141.9% | $2,456+143.6% | $2,032+194.4% |
| Participant deferral / active EE | $8,798 | $3,700+137.8% | $3,547+148.0% | $3,224+172.9% |
| Admin fee / account holder | $23 | $111-79.5% | $5,417-99.6% | $110-79.5% |