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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $206,358 |
AON CONSULTING2 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $100,490 |
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 | $87,785 | $50,127+75.1% | $149,673-41.3% | $80,160+9.5% |
| Participation rate | 62.1% | 64.3%-2.2pp | 78.8%-16.7pp | 72.9%-10.8pp |
| Annual return | 18.11% | 29.82%-11.7pp | 134.42%-116.3pp | 40.38%-22.3pp |
| Employer contribution / active EE | $1,725 | $1,865-7.5% | $4,818-64.2% | $2,978-42.1% |
| Participant deferral / active EE | $4,588 | $3,194+43.7% | $5,680-19.2% | $5,017-8.6% |
| Admin fee / account holder | $93 | $153-39.3% | $13,210-99.3% | $145-36.1% |