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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $162,682 |
MERCER3 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $65,000 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $25,262 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,055 | $95,388+52.1% | $125,339+15.7% | $77,904+86.2% |
| Participation rate | 84.9% | 78.6%+6.3pp | 82.4%+2.5pp | 73.7%+11.2pp |
| Annual return | -19.93% | 116.19%-136.1pp | 572.05%-592.0pp | 12.21%-32.1pp |
| Employer contribution / active EE | $2,747 | $3,666-25.1% | $4,814-42.9% | $2,848-3.5% |
| Participant deferral / active EE | $9,416 | $7,711+22.1% | $7,446+26.5% | $4,806+95.9% |
| Admin fee / account holder | $73 | $119-38.5% | $10,010-99.3% | $133-44.9% |