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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $69,189 |
ASCENSUS LLC6 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $48,076 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $8,925 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,517 | $42,901+22.4% | $91,220-42.4% | $64,808-19.0% |
| Participation rate | 91.3% | 68.1%+23.2pp | 73.2%+18.2pp | 71.5%+19.9pp |
| Annual return | -18.25% | -13.53%-4.7pp | 114.01%-132.3pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1,653 | $1,571+5.2% | $2,850-42.0% | $2,506-34.1% |
| Participant deferral / active EE | $4,163 | $3,501+18.9% | $4,234-1.7% | $4,310-3.4% |
| Admin fee / account holder | $299 | $131+128.1% | $5,420-94.5% | $188+59.2% |