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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,062,207 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON Service code 27 WILLIS TOWER · CHICAGO, IL 60606 | Advisory (Plan) | $103,500 |
CHERRY BEKAERT LLP8+ years Filed as: CHERRY BEKAERT Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $66,720 |
PROTECH SYSTEMS GROUP INC8+ years Service code 16 3350 PLAYERS CLUB PKWY · MEMPHIS, TN 38125 | Consulting | $44,480 |
DRIVEN INVESTMENTS LLC1 year Service code 26 · EIN 85-1639367 | Advisory (Participants) | $5,430 |
GERBER LLC1 year Filed as: GERBER KAWASAKI WLTH & INV MGMT Service code 26 · EIN 27-2274173 | Advisory (Participants) | $5,072 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Other commissions; Float revenue; Sec... | $1,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,246 | $47,385+50.4% | $56,411+26.3% | $106,382-33.0% |
| Participation rate | 83.2% | 33.2%+50.1pp | 52.5%+30.8pp | 69.9%+13.4pp |
| Annual return | 13.66% | 17.29%-3.6pp | 1701.33%-1687.7pp | 17.37%-3.7pp |
| Employer contribution / active EE | $1,866 | $623+199.5% | $1,039+79.7% | $3,364-44.5% |
| Participant deferral / active EE | $3,967 | $1,440+175.4% | $1,952+103.2% | $5,569-28.8% |
| Admin fee / account holder | $53 | $78-32.0% | $2,829-98.1% | $79-32.9% |