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 |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $48,338 |
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS INC Service code 38 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Participant Communication | $19,052 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $10,201 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $5,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,076 | $78,275+41.9% | $109,143+1.8% | $86,799+28.0% |
| Participation rate | 70.0% | 73.8%-3.8pp | 75.9%-5.9pp | 72.3%-2.3pp |
| Annual return | 13.44% | 19.14%-5.7pp | 25.75%-12.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,886 | $3,105-39.3% | $3,722-49.3% | $2,405-21.6% |
| Participant deferral / active EE | $2,558 | $3,641-29.8% | $4,653-45.0% | $4,131-38.1% |
| Admin fee / account holder | $124 | $198-37.6% | $6,752-98.2% | $170-27.0% |