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 |
|---|---|---|
MERCER5 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $57,901 |
HOGANTAYLOR LLP6 years Service code 10 PO BOX 21568 · TULSA, OK 74121 | Accounting | $20,625 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $15,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,606 | $110,299-48.7% | $102,423-44.7% | $199,593-71.6% |
| Participation rate | 93.9% | 86.3%+7.6pp | 76.5%+17.4pp | 72.0%+22.0pp |
| Annual return | 20.08% | 35.73%-15.7pp | 29.32%-9.2pp | 34.25%-14.2pp |
| Employer contribution / active EE | $2,756 | $3,603-23.5% | $3,023-8.8% | $3,034-9.2% |
| Participant deferral / active EE | $6,133 | $6,376-3.8% | $5,053+21.4% | $5,087+20.6% |
| Admin fee / account holder | $78 | $122-36.1% | $9,451-99.2% | $269-70.9% |