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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,301,452 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $96,581 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,293 | $38,510-52.5% | $74,550-75.5% | $73,367-75.1% |
| Participation rate | 87.9% | 53.5%+34.4pp | 69.1%+18.8pp | 69.5%+18.5pp |
| Annual return | 9.48% | -0.94%+10.4pp | 32.53%-23.0pp | 173.45%-164.0pp |
| Employer contribution / active EE | $519 | $774-32.9% | $1,961-73.5% | $2,499-79.2% |
| Participant deferral / active EE | $1,198 | $1,421-15.7% | $3,108-61.5% | $4,033-70.3% |
| Admin fee / account holder | $48 | $52-6.9% | $5,060-99.0% | $68-29.3% |