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 ASSOCIATES7 years Service code 16 180 N LA SALLE STREET · CHICAGO, IL 60601 | Consulting | $19,725 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $3,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,678 | $88,890+117.9% | $102,423+89.1% | $77,643+149.4% |
| Participation rate | 91.3% | 80.9%+10.4pp | 76.5%+14.8pp | 70.6%+20.7pp |
| Annual return | 12.62% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $3,655 | $2,698+35.5% | $3,023+20.9% | $2,726+34.1% |
| Participant deferral / active EE | $9,821 | $5,145+90.9% | $5,053+94.4% | $4,647+111.3% |
| Admin fee / account holder | $61 | $235-74.1% | $9,451-99.4% | $430-85.8% |