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 ASSOCIATES6 years Service code 16 180 N LA SALLE STREET · CHICAGO, IL 60601 | Consulting | $26,300 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,717 | $99,078+78.4% | $96,544+83.0% | $74,419+137.5% |
| Participation rate | 91.1% | 80.7%+10.4pp | 76.0%+15.1pp | 70.7%+20.3pp |
| Annual return | 19.84% | 22.48%-2.6pp | 25.84%-6.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $3,203 | $2,570+24.6% | $2,965+8.0% | $2,637+21.5% |
| Participant deferral / active EE | $8,653 | $4,933+75.4% | $4,851+78.4% | $4,528+91.1% |
| Admin fee / account holder | $78 | $225-65.5% | $8,252-99.1% | $348-77.7% |