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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $67,246 |
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $13,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,043 | $50,815+274.0% | $155,509+22.2% | $77,643+144.8% |
| Participation rate | 76.5% | 63.1%+13.4pp | 78.2%-1.7pp | 70.6%+5.9pp |
| Annual return | 14.23% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $9,026 | $1,993+352.9% | $4,672+93.2% | $2,726+231.1% |
| Participant deferral / active EE | $15,802 | $2,822+460.0% | $5,626+180.9% | $4,647+240.0% |
| Admin fee / account holder | $141 | $437-67.6% | $15,912-99.1% | $430-67.2% |