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 INC9+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $926,159 |
ALSTON & BIRD LLP6 years Service code 29 PO BOX 933124 · ATLANTA, GA 31193 | Legal | $285,185 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON Service code 27 WILLIS TOWER · CHICAGO, IL 60606 | Advisory (Plan) | $133,650 |
CHERRY BEKAERT LLP9+ years Filed as: CHERRY BEKAERT Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $68,480 |
PROTECH SYSTEMS GROUP INC9+ years Service code 16 3350 PLAYERS CLUB PKWY · MEMPHIS, TN 38125 | Consulting | $57,990 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $50,120 |
DRIVEN INVESTMENTS LLC2 years Service code 26 · EIN 85-1639367 | Advisory (Participants) | $9,093 |
GERBER LLC2 years Filed as: GERBER KAWASAKI WLTH & INV MGMT Service code 26 · EIN 27-2274173 | Advisory (Participants) | $5,995 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,500 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,020 | $140,769-41.7% | $53,898+52.2% | $140,769-41.7% |
| Participation rate | 85.0% | 74.2%+10.8pp | 55.0%+30.0pp | 74.2%+10.8pp |
| Annual return | 14.93% | 16.82%-1.9pp | 528.60%-513.7pp | 16.82%-1.9pp |
| Employer contribution / active EE | $2,045 | $3,906-47.6% | $932+119.4% | $3,906-47.6% |
| Participant deferral / active EE | $4,420 | $6,717-34.2% | $1,826+142.0% | $6,717-34.2% |
| Admin fee / account holder | $61 | $229-73.5% | $2,491-97.6% | $229-73.5% |