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 | $153,157 |
MERCER1 year Service code 10 PO BOX 13793 · DALLAS, TX 75373 | Accounting | $65,000 |
MORNINGSTAR6+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $27,875 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP Service code 16 43 MAIN STREET SE · MINNEAPOLIS, MN 55414 | Consulting | $16,250 |
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 | $184,840 | $127,481+45.0% | $149,696+23.5% | $90,288+104.7% |
| Participation rate | 76.3% | 78.2%-2.0pp | 82.5%-6.2pp | 73.4%+2.9pp |
| Annual return | 23.51% | 57.78%-34.3pp | 276.60%-253.1pp | 53.97%-30.5pp |
| Employer contribution / active EE | $1,947 | $3,448-43.5% | $4,644-58.1% | $2,524-22.9% |
| Participant deferral / active EE | $7,120 | $6,975+2.1% | $6,842+4.1% | $4,232+68.2% |
| Admin fee / account holder | $83 | $152-45.6% | $9,309-99.1% | $114-27.6% |