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 |
|---|---|---|
GARY M. TIBONI, CPA4 years Filed as: GARY R MILLER Service code 14 821 OAKLAWN AVE · E MOLINE, IL 61244 | Plan Administrator | $27,974 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,860 |
BAKER TILLY US, LLP2 years Service code 10 205 NORTH MICHIGAN AVE · CHICAGO, IL 60601 | Accounting | $7,850 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $7,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,217 | $51,288+150.0% | $81,983+56.4% | $73,409+74.7% |
| Participation rate | 99.1% | 64.0%+35.1pp | 69.2%+29.8pp | 72.2%+26.9pp |
| Annual return | 17.89% | 29.48%-11.6pp | 41.31%-23.4pp | 59.29%-41.4pp |
| Employer contribution / active EE | $3,964 | $1,487+166.6% | $2,498+58.7% | $2,234+77.5% |
| Participant deferral / active EE | $6,884 | $2,715+153.5% | $3,722+85.0% | $3,805+80.9% |
| Admin fee / account holder | $54 | $125-56.8% | $5,664-99.0% | $158-65.7% |