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 |
|---|---|---|
MARQUETTE ASSOCIATES5 years Service code 16 180 N LA SALLE STREET · CHICAGO, IL 60601 | Consulting | $26,300 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,420 | $72,254+106.8% | $86,677+72.4% | $64,808+130.6% |
| Participation rate | 94.3% | 80.4%+13.8pp | 76.6%+17.7pp | 71.5%+22.8pp |
| Annual return | -15.96% | 392.42%-408.4pp | 35.91%-51.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,128 | $2,393+30.7% | $2,836+10.3% | $2,506+24.8% |
| Participant deferral / active EE | $8,253 | $4,658+77.2% | $4,656+77.3% | $4,310+91.5% |
| Admin fee / account holder | $73 | $174-58.2% | $7,493-99.0% | $188-61.3% |