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 |
|---|---|---|
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 16 43 MAIN STREET SE · MINNEAPOLIS, MN 55414 | Consulting | $65,000 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $22,448 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,671 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,051 | $96,458+40.0% | $136,294-0.9% | $77,958+73.2% |
| Participation rate | 76.9% | 75.4%+1.5pp | 81.9%-5.0pp | 71.6%+5.2pp |
| Annual return | 19.48% | 23.78%-4.3pp | 5155.94%-5136.5pp | 20.87%-1.4pp |
| Employer contribution / active EE | $1,829 | $3,144-41.8% | $4,695-61.0% | $2,310-20.8% |
| Participant deferral / active EE | $6,495 | $5,902+10.0% | $6,247+4.0% | $3,537+83.6% |
| Admin fee / account holder | $34 | $80-58.0% | $9,243-99.6% | $97-65.3% |