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 |
|---|---|---|
Filed as: HARVEST INVESTMENT SERVICES LLC Service code 16 1 TRANS AM PLAZA DRIVE · OAKBROOK TERRACE, IL 60181 | Consulting | $27,000 |
RSM US LLP7 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $22,500 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,629 | $73,034+13.1% | $77,163+7.1% | $80,160+3.1% |
| Participation rate | 35.0% | 78.1%-43.1pp | 69.6%-34.6pp | 72.9%-37.9pp |
| Annual return | 18.58% | 18.56%0pp | 37.87%-19.3pp | 40.38%-21.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,535-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,376 | $4,140-18.5% | $3,833-11.9% | $5,017-32.7% |
| Admin fee / account holder | $60 | $104-41.9% | $5,472-98.9% | $145-58.4% |