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 |
|---|---|---|
CALVETTI FERGUSON1 year Service code 10 1201 LOUISIANA · HOUSTON, TX 77002 | Accounting | $21,400 |
CREATIVE PLANNING LLC2 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $15,107 |
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $9,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,828 | $88,890+6.7% | $102,423-7.4% | $77,643+22.1% |
| Participation rate | 92.9% | 80.9%+12.0pp | 76.5%+16.4pp | 70.6%+22.4pp |
| Annual return | 12.76% | 24.98%-12.2pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,643 | $2,698+35.0% | $3,023+20.5% | $2,726+33.7% |
| Participant deferral / active EE | $7,827 | $5,145+52.1% | $5,053+54.9% | $4,647+68.4% |
| Admin fee / account holder | $53 | $235-77.3% | $9,451-99.4% | $430-87.6% |