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 | $939,274 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $105,725 |
CHERRY BEKAERT LLP6+ years Filed as: CHERRY BEKAERT Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $84,500 |
PROTECH SYSTEMS GROUP INC6+ years Service code 16 3350 PLAYERS CLUB PKWY · MEMPHIS, TN 38125 | Consulting | $46,625 |
ALSTON & BIRD LLP3 years Service code 29 PO BOX 933124 · ATLANTA, GA 31193 | Legal | $42,103 |
MERCER6+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $15,732 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,816 | $41,203+42.7% | $61,373-4.2% | $89,394-34.2% |
| Participation rate | 75.2% | 35.4%+39.9pp | 52.6%+22.7pp | 71.3%+3.9pp |
| Annual return | -15.92% | -14.63%-1.3pp | 338.61%-354.5pp | -11.89%-4.0pp |
| Employer contribution / active EE | $1,455 | $603+141.5% | $1,159+25.5% | $3,022-51.8% |
| Participant deferral / active EE | $3,195 | $1,367+133.7% | $2,125+50.3% | $5,123-37.6% |
| Admin fee / account holder | $55 | $74-25.4% | $2,130-97.4% | $79-30.9% |