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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $200,418 |
FIRST MID-ILLINOIS BANK & TRUST1+ years Filed as: FIRST MID WEALTH MANAGEMENT Service code 16 PO BOX 499 · MATTOON, IL 61938 | Consulting | $65,000 |
WEST & COMPANY, LLC1+ years Service code 10 1009 SOUTH HAMILTON · SULLIVAN, IL 61951 | Accounting | $20,000 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,596 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,061 | $131,153+134.9% | $101,326+204.0% | $102,872+199.5% |
| Participation rate | 94.7% | 80.8%+14.0pp | 81.5%+13.2pp | 73.0%+21.7pp |
| Annual return | 14.39% | 23.05%-8.7pp | 36.82%-22.4pp | 19.06%-4.7pp |
| Employer contribution / active EE | $5,661 | $3,900+45.2% | $3,665+54.4% | $3,526+60.5% |
| Participant deferral / active EE | $10,062 | $10,801-6.8% | $7,994+25.9% | $5,535+81.8% |
| Admin fee / account holder | $104 | $140-25.5% | $11,185-99.1% | $292-64.4% |