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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $436,277 |
MORNINGSTAR7+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $26,019 |
WIPFLI LLP6+ years Service code 10 P.O. BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $20,000 |
MERCER7+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,562 | $134,619-16.4% | $111,297+1.1% | $101,517+10.9% |
| Participation rate | 92.8% | 89.0%+3.8pp | 77.3%+15.5pp | 74.6%+18.2pp |
| Annual return | 16.17% | 17.96%-1.8pp | 54.65%-38.5pp | 21.00%-4.8pp |
| Employer contribution / active EE | $1,792 | $3,829-53.2% | $2,731-34.4% | $2,973-39.7% |
| Participant deferral / active EE | $5,619 | $6,572-14.5% | $4,487+25.2% | $4,873+15.3% |
| Admin fee / account holder | $61 | $86-29.4% | $7,964-99.2% | $139-56.3% |