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 | $216,644 |
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $75,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,915 | $53,136+88.0% | $155,509-35.7% | $199,593-49.9% |
| Participation rate | 56.0% | 64.1%-8.1pp | 78.2%-22.2pp | 72.0%-16.0pp |
| Annual return | 14.07% | 41.15%-27.1pp | 64.67%-50.6pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,810 | $1,851-2.2% | $4,672-61.3% | $3,034-40.3% |
| Participant deferral / active EE | $4,505 | $3,161+42.5% | $5,626-19.9% | $5,087-11.4% |
| Admin fee / account holder | $89 | $185-52.0% | $15,912-99.4% | $269-66.9% |