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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $208,191 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $76,752 |
WEAVER AND TIDWELL, LLP7 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $20,145 |
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 | $177,890 | $110,299+61.3% | $102,423+73.7% | $199,593-10.9% |
| Participation rate | 92.4% | 86.3%+6.1pp | 76.5%+15.9pp | 72.0%+20.4pp |
| Annual return | 6.30% | 35.73%-29.4pp | 29.32%-23.0pp | 34.25%-28.0pp |
| Employer contribution / active EE | $8,769 | $3,603+143.4% | $3,023+190.1% | $3,034+189.0% |
| Participant deferral / active EE | $10,458 | $6,376+64.0% | $5,053+107.0% | $5,087+105.6% |
| Admin fee / account holder | $71 | $122-41.9% | $9,451-99.2% | $269-73.6% |