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 |
|---|---|---|
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 16 43 MAIN STREET SE · MINNEAPOLIS, MN 55414 | Consulting | $66,250 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $28,996 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $24,316 |
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 | $154,134 | $101,523+51.8% | $141,162+9.2% | $77,787+98.1% |
| Participation rate | 75.4% | 77.4%-1.9pp | 82.5%-7.0pp | 73.2%+2.2pp |
| Annual return | 24.20% | 56.22%-32.0pp | 71.39%-47.2pp | 32.57%-8.4pp |
| Employer contribution / active EE | $1,829 | $3,341-45.3% | $4,735-61.4% | $2,504-27.0% |
| Participant deferral / active EE | $6,792 | $6,434+5.6% | $6,709+1.2% | $3,967+71.2% |
| Admin fee / account holder | $38 | $92-58.0% | $10,261-99.6% | $100-61.6% |