Filed January 17, 2023
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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $350,326 |
DELOITTE & TOUCHE LLP1 year Service code 10 P O BOX 844708 · DALLAS, TX 75284 | Accounting | $71,669 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $70,000 |
AON CONSULTING4 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $22,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,570 | $111,651-24.3% | $86,874-2.7% | $101,517-16.7% |
| Participation rate | 87.3% | 83.2%+4.1pp | 71.6%+15.7pp | 74.6%+12.7pp |
| Annual return | 14.11% | 19.55%-5.4pp | 63.52%-49.4pp | 21.00%-6.9pp |
| Employer contribution / active EE | $2,714 | $3,410-20.4% | $2,495+8.8% | $2,973-8.7% |
| Participant deferral / active EE | $4,641 | $4,831-3.9% | $3,699+25.5% | $4,873-4.8% |
| Admin fee / account holder | $73 | $79-8.0% | $5,828-98.7% | $139-47.8% |