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 | $1,092,428 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON Service code 27 WILLIS TOWER · CHICAGO, IL 60606 | Advisory (Plan) | $76,700 |
ALSTON & BIRD LLP4 years Service code 29 PO BOX 933124 · ATLANTA, GA 31193 | Legal | $74,767 |
CHERRY BEKAERT LLP7+ years Filed as: CHERRY BEKAERT Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $60,500 |
PROTECH SYSTEMS GROUP INC7+ years Service code 16 3350 PLAYERS CLUB PKWY · MEMPHIS, TN 38125 | Consulting | $55,820 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $19,664 |
MERCER7+ years Service code 27 PO BOX 13793 · DALLAS, TX 75373 | Advisory (Plan) | $5,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,374 | $45,365+44.1% | $58,482+11.8% | $96,393-32.2% |
| Participation rate | 79.3% | 30.9%+48.4pp | 50.9%+28.4pp | 71.3%+8.0pp |
| Annual return | 18.42% | 20.48%-2.1pp | 4239.32%-4220.9pp | 22.88%-4.5pp |
| Employer contribution / active EE | $1,647 | $584+181.9% | $1,053+56.4% | $3,238-49.1% |
| Participant deferral / active EE | $3,521 | $1,304+170.0% | $1,924+83.0% | $5,455-35.5% |
| Admin fee / account holder | $57 | $74-23.3% | $2,516-97.7% | $74-22.9% |