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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $136,794 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $25,000 |
BDO USA, LLP4 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $16,314 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 10701 PARKRIDGE BLVD · RESTON, VA 20191 | Legal | $8,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,306 | $176,491-51.7% | $95,952-11.1% | $90,288-5.5% |
| Participation rate | 94.4% | 86.6%+7.8pp | 77.1%+17.3pp | 73.4%+21.1pp |
| Annual return | 17.24% | 20.14%-2.9pp | 91.61%-74.4pp | 53.97%-36.7pp |
| Employer contribution / active EE | $3,105 | $2,789+11.3% | $2,541+22.2% | $2,524+23.0% |
| Participant deferral / active EE | $5,117 | $5,340-4.2% | $4,167+22.8% | $4,232+20.9% |
| Admin fee / account holder | $117 | $154-23.9% | $6,795-98.3% | $114+2.8% |