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 |
|---|---|---|
MERCER6 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $70,848 |
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $45,710 |
Filed as: PRIDA, GUIDA & PEREZ, P.A Service code 10 2504 W KATHLEEN STREET · TAMPA, FL 33607 | Accounting | $15,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,283 | $89,808+26.1% | $100,383+12.9% | $77,671+45.8% |
| Participation rate | 97.2% | 81.2%+16.0pp | 81.5%+15.7pp | 70.6%+26.7pp |
| Annual return | 14.33% | 20.62%-6.3pp | 49.26%-34.9pp | 31.21%-16.9pp |
| Employer contribution / active EE | $3,489 | $3,039+14.8% | $3,944-11.5% | $2,726+28.0% |
| Participant deferral / active EE | $9,441 | $8,284+14.0% | $8,086+16.8% | $4,648+103.1% |
| Admin fee / account holder | $594 | $174+240.8% | $7,900-92.5% | $430+38.1% |