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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $528,858 |
MORNINGSTAR11+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $30,372 |
WIPFLI LLP10+ years Service code 10 P.O. BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $25,864 |
MERCER11+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $25,000 |
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 | $114,649 | $151,876-24.5% | $113,168+1.3% | $117,739-2.6% |
| Participation rate | 92.5% | 92.5%-0.1pp | 76.6%+15.9pp | 76.6%+15.8pp |
| Annual return | 13.68% | 15.75%-2.1pp | 24.27%-10.6pp | 17.29%-3.6pp |
| Employer contribution / active EE | $1,892 | $4,598-58.8% | $2,975-36.4% | $3,746-49.5% |
| Participant deferral / active EE | $5,980 | $7,767-23.0% | $5,107+17.1% | $6,128-2.4% |
| Admin fee / account holder | $65 | $70-6.7% | $12,068-99.5% | $112-41.7% |