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 |
|---|---|---|
MERCER3 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $90,281 |
GROSSBERG COMPANY, LLP3 years Filed as: GROSSBERG COMPANY LLP Service code 10 6500 ROCK SPRING DRIVE · BETHESDA, MD 20817 | Accounting | $73,198 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $49,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $537,531 | $104,475+414.5% | $159,436+237.1% | $79,386+577.1% |
| Participation rate | 97.8% | 76.6%+21.2pp | 82.8%+15.0pp | 70.7%+27.1pp |
| Annual return | 15.28% | 67.95%-52.7pp | 263.57%-248.3pp | 116.85%-101.6pp |
| Employer contribution / active EE | $20,331 | $3,417+495.0% | $4,829+321.0% | $2,427+737.5% |
| Participant deferral / active EE | $12,811 | $6,467+98.1% | $7,352+74.2% | $4,046+216.7% |
| Admin fee / account holder | $608 | $711-14.6% | $10,799-94.4% | $626-3.0% |