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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $482,847 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $25,366 |
MERCER9+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $25,000 |
WIPFLI LLP8+ years Service code 10 P.O. BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $23,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,370 | $118,464-17.8% | $96,544+0.9% | $103,482-5.9% |
| Participation rate | 92.2% | 89.0%+3.2pp | 76.0%+16.2pp | 73.3%+18.9pp |
| Annual return | 19.52% | 18.79%+0.7pp | 25.84%-6.3pp | 33.11%-13.6pp |
| Employer contribution / active EE | $1,776 | $4,210-57.8% | $2,965-40.1% | $3,208-44.6% |
| Participant deferral / active EE | $5,475 | $7,277-24.8% | $4,851+12.9% | $5,207+5.1% |
| Admin fee / account holder | $61 | $81-24.3% | $8,252-99.3% | $114-46.3% |