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 |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $39,097 |
SIKICH LLP1 year Filed as: SIKICH CAPITAL MANAGEMENT LLC Service code 16 1415 W DIEHL RD · NAPERVILLE, IL 60563 | Consulting | $18,750 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,379 | $47,126+30.2% | $149,673-59.0% | $74,419-17.5% |
| Participation rate | 90.4% | 63.4%+27.0pp | 78.8%+11.7pp | 70.7%+19.7pp |
| Annual return | 20.78% | 22.75%-2.0pp | 134.42%-113.6pp | 34.38%-13.6pp |
| Employer contribution / active EE | $1,415 | $1,905-25.8% | $4,818-70.6% | $2,637-46.4% |
| Participant deferral / active EE | $3,002 | $2,728+10.0% | $5,680-47.2% | $4,528-33.7% |
| Admin fee / account holder | $215 | $343-37.3% | $13,210-98.4% | $348-38.2% |