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 INC11+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $318,627 |
MERCER9 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $85,721 |
RUBINBROWN LLP11+ years Service code 10 · EIN 43-0765316 | Accounting | $49,000 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,870 | $151,876+75.7% | $113,168+135.8% | $117,739+126.7% |
| Participation rate | 98.3% | 92.5%+5.7pp | 76.6%+21.7pp | 76.6%+21.6pp |
| Annual return | 17.13% | 15.75%+1.4pp | 24.27%-7.1pp | 17.29%-0.2pp |
| Employer contribution / active EE | $11,021 | $4,598+139.7% | $2,975+270.4% | $3,746+194.2% |
| Participant deferral / active EE | $10,039 | $7,767+29.3% | $5,107+96.6% | $6,128+63.8% |
| Admin fee / account holder | $47 | $70-32.6% | $12,068-99.6% | $112-57.9% |