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 7-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 INC1 year Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $301,760 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 95 GLASTONBURY BLVD, SUITE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $57,105 |
MERCER2 years Service code 16 P.O. BOX 13793 · DALLAS, TX 75373 | Consulting | $40,584 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 205 NORTH MICHIGAN AVE · CHICAGO, IL 60601 | Accounting | $24,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,178 | $84,517+44.6% | $133,956-8.8% | $93,223+31.1% |
| Participation rate | 83.3% | 81.9%+1.5pp | 79.8%+3.5pp | 74.9%+8.4pp |
| Annual return | 16.34% | 16.66%-0.3pp | 45.09%-28.8pp | 19.29%-3.0pp |
| Employer contribution / active EE | $2,233 | $2,296-2.7% | $3,919-43.0% | $2,680-16.7% |
| Participant deferral / active EE | $5,159 | $4,286+20.4% | $5,048+2.2% | $4,563+13.1% |
| Admin fee / account holder | $68 | $66+2.8% | $8,927-99.2% | $79-14.2% |