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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $102,084 |
HUNTINGTON NATIONAL BANK8+ years Service code 16 7 EASTON OVAL · COLUMBUS, OH 43219 | Consulting | $40,000 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 P.O. BOX 844736 · DALLAS, TX 75284 | Accounting | $27,620 |
RAMSEY SOLUTIONS2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $25,000 |
OGLETREE DEAKINS2 years Filed as: OGLETREE,DEAKINS,NASHSMOAK & STEWAR Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $19,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,078 | $130,141-20.8% | $86,677+18.9% | $77,904+32.3% |
| Participation rate | 98.3% | 85.9%+12.4pp | 76.6%+21.7pp | 73.7%+24.6pp |
| Annual return | -13.64% | -12.75%-0.9pp | 35.91%-49.5pp | 12.21%-25.8pp |
| Employer contribution / active EE | $5,024 | $3,220+56.0% | $2,836+77.1% | $2,848+76.4% |
| Participant deferral / active EE | $5,602 | $5,757-2.7% | $4,656+20.3% | $4,806+16.6% |
| Admin fee / account holder | $37 | $132-71.9% | $7,493-99.5% | $133-72.0% |