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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $346,978 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $31,079 |
SNYDER CAPITAL MANAGEMENT3 years Filed as: SNYDER COHN, PC Service code 10 11200 ROCKVILLE PIKE · NORTH BETHESDA, MD 20852 | Accounting | $16,000 |
AON CONSULTING3 years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $15,443 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Shareho... | $2,786 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,140 | $38,058+34.4% | $169,463-69.8% | $75,289-32.1% |
| Participation rate | 93.1% | 65.1%+28.0pp | 77.8%+15.3pp | 72.4%+20.7pp |
| Annual return | -2.57% | -2.88%+0.3pp | 1.83%-4.4pp | -0.04%-2.5pp |
| Employer contribution / active EE | $3,373 | $1,478+128.2% | $4,159-18.9% | $2,405+40.3% |
| Participant deferral / active EE | $7,561 | $3,201+136.2% | $5,277+43.3% | $3,739+102.3% |
| Admin fee / account holder | $89 | $85+4.7% | $9,109-99.0% | $102-12.8% |