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 | $183,637 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $70,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,726 | $67,512+27.0% | $185,823-53.9% | $93,030-7.9% |
| Participation rate | 70.3% | 67.1%+3.1pp | 81.7%-11.4pp | 73.9%-3.6pp |
| Annual return | 13.51% | 21.04%-7.5pp | 122.05%-108.5pp | 158.70%-145.2pp |
| Employer contribution / active EE | $1,824 | $1,783+2.3% | $5,167-64.7% | $2,706-32.6% |
| Participant deferral / active EE | $4,381 | $3,035+44.3% | $5,568-21.3% | $4,562-4.0% |
| Admin fee / account holder | $79 | $318-75.2% | $16,237-99.5% | $152-48.0% |