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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $521,276 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $27,184 |
MERCER10+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $25,000 |
WIPFLI LLP9+ years Service code 10 P.O. BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $24,400 |
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 | $106,203 | $159,391-33.4% | $102,423+3.7% | $99,062+7.2% |
| Participation rate | 94.3% | 88.6%+5.8pp | 76.5%+17.9pp | 71.6%+22.7pp |
| Annual return | 14.50% | 19.03%-4.5pp | 29.32%-14.8pp | 17.66%-3.2pp |
| Employer contribution / active EE | $1,831 | $4,207-56.5% | $3,023-39.4% | $3,262-43.9% |
| Participant deferral / active EE | $5,817 | $7,498-22.4% | $5,053+15.1% | $5,331+9.1% |
| Admin fee / account holder | $65 | $159-59.3% | $9,451-99.3% | $109-40.6% |