Filed March 26, 2024 (most recent of 5 filings on file)
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $68,270 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $63,434 |
RAMSEY SOLUTIONS2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $57,935 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,853 | $130,141+18.2% | $86,677+77.5% | $77,904+97.5% |
| Participation rate | 97.4% | 85.9%+11.5pp | 76.6%+20.8pp | 73.7%+23.7pp |
| Annual return | -13.94% | -12.75%-1.2pp | 35.91%-49.9pp | 12.21%-26.1pp |
| Employer contribution / active EE | $3,690 | $3,220+14.6% | $2,836+30.1% | $2,848+29.6% |
| Participant deferral / active EE | $9,027 | $5,757+56.8% | $4,656+93.9% | $4,806+87.8% |
| Admin fee / account holder | $30 | $132-77.2% | $7,493-99.6% | $133-77.3% |