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 10-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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $392,356 |
MERCER4+ years Service code 27 155 N. WACKER DRIVE, SUITE 1500 · CHICAGO, IL 60606 | Advisory (Plan) | $25,000 |
MORNINGSTAR4+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $24,005 |
WIPFLI LLP3+ years Service code 10 PO BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $19,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,568 | $96,261-16.3% | $76,768+4.9% | $68,904+16.9% |
| Participation rate | 91.3% | 87.0%+4.3pp | 77.0%+14.3pp | 74.1%+17.2pp |
| Annual return | -5.17% | -0.85%-4.3pp | 2.43%-7.6pp | 1.07%-6.2pp |
| Employer contribution / active EE | $1,501 | $3,303-54.6% | $2,485-39.6% | $2,540-40.9% |
| Participant deferral / active EE | $4,997 | $5,537-9.7% | $3,852+29.7% | $4,015+24.5% |
| Admin fee / account holder | $67 | $73-8.5% | $6,675-99.0% | $71-6.5% |