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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $83,280 |
HUNTINGTON NATIONAL BANK6+ years Service code 16 7 EASTON OVAL · COLUMBUS, OH 43219 | Consulting | $40,000 |
DELOITTE & TOUCHE LLP1 year Service code 10 P O BOX 844708 · DALLAS, TX 75284 | Accounting | $27,200 |
SMARTDOLLAR2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $25,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK STEW PC Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $7,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,776 | $176,491-19.7% | $95,952+47.8% | $90,288+57.0% |
| Participation rate | 95.3% | 86.6%+8.7pp | 77.1%+18.2pp | 73.4%+21.9pp |
| Annual return | 16.73% | 20.14%-3.4pp | 91.61%-74.9pp | 53.97%-37.2pp |
| Employer contribution / active EE | $1,783 | $2,789-36.1% | $2,541-29.8% | $2,524-29.4% |
| Participant deferral / active EE | $5,266 | $5,340-1.4% | $4,167+26.4% | $4,232+24.4% |
| Admin fee / account holder | $42 | $154-72.8% | $6,795-99.4% | $114-63.3% |