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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $249,085 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWER WATSON Service code 16 28025 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $41,252 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,069 | $88,730+30.8% | $82,313+41.0% | $77,958+48.9% |
| Participation rate | 94.5% | 84.5%+10.0pp | 76.9%+17.6pp | 71.6%+22.9pp |
| Annual return | 7.67% | 20.88%-13.2pp | 25.88%-18.2pp | 20.87%-13.2pp |
| Employer contribution / active EE | $7,646 | $2,758+177.2% | $2,428+214.9% | $2,310+230.9% |
| Participant deferral / active EE | $8,378 | $4,634+80.8% | $3,706+126.1% | $3,537+136.9% |
| Admin fee / account holder | $84 | $74+13.6% | $5,608-98.5% | $97-13.7% |