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 9-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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $95,742 |
Filed as: FIFTH THIRD BANK Service code 16 PO BOX 631456 · CINCINNATI, OH 45263 | Consulting | $50,000 |
HUNTINGTON NATIONAL BANK5+ years Service code 16 7 EASTON OVAL · COLUMBUS, OH 43219 | Consulting | $40,000 |
SMARTDOLLAR1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $25,000 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $24,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINSNASHSMOAK&STEWAR,PC Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $10,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,561 | $105,247+19.3% | $87,100+44.2% | $77,787+61.4% |
| Participation rate | 90.2% | 85.8%+4.4pp | 76.9%+13.3pp | 73.2%+17.0pp |
| Annual return | 24.66% | 24.52%+0.1pp | 28.19%-3.5pp | 32.57%-7.9pp |
| Employer contribution / active EE | $5,139 | $2,895+77.5% | $2,521+103.8% | $2,504+105.2% |
| Participant deferral / active EE | $5,522 | $5,060+9.1% | $4,049+36.4% | $3,967+39.2% |
| Admin fee / account holder | $51 | $104-51.4% | $7,497-99.3% | $100-49.2% |