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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $162,418 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $65,000 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $24,683 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,159 | $107,459+63.0% | $135,903+28.9% | $80,160+118.5% |
| Participation rate | 87.6% | 78.0%+9.5pp | 81.9%+5.7pp | 72.9%+14.6pp |
| Annual return | 20.74% | 91.91%-71.2pp | 68.23%-47.5pp | 40.38%-19.6pp |
| Employer contribution / active EE | $3,202 | $3,877-17.4% | $4,856-34.1% | $2,978+7.5% |
| Participant deferral / active EE | $10,771 | $8,195+31.4% | $7,758+38.8% | $5,017+114.7% |
| Admin fee / account holder | $99 | $127-22.1% | $10,762-99.1% | $145-31.7% |