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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $65,233 |
DELOITTE & TOUCHE LLP2 years Service code 10 P O BOX 844708 · DALLAS, TX 75284 | Accounting | $28,375 |
RAMSEY SOLUTIONS1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $25,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINS,NASHSMOAK & STEWAR Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $11,088 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,670 | $144,996-1.6% | $111,297+28.2% | $93,030+53.4% |
| Participation rate | 95.3% | 86.2%+9.2pp | 77.3%+18.0pp | 73.9%+21.4pp |
| Annual return | 13.00% | 18.26%-5.3pp | 54.65%-41.7pp | 158.70%-145.7pp |
| Employer contribution / active EE | $5,045 | $3,056+65.1% | $2,731+84.7% | $2,706+86.4% |
| Participant deferral / active EE | $5,900 | $5,587+5.6% | $4,487+31.5% | $4,562+29.3% |
| Admin fee / account holder | $26 | $103-74.8% | $7,964-99.7% | $152-82.8% |