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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $211,058 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $73,336 |
WEAVER AND TIDWELL, LLP2 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $23,500 |
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 | $139,412 | $105,247+32.5% | $87,100+60.1% | $77,787+79.2% |
| Participation rate | 93.9% | 85.8%+8.2pp | 76.9%+17.1pp | 73.2%+20.7pp |
| Annual return | 44.21% | 24.52%+19.7pp | 28.19%+16.0pp | 32.57%+11.6pp |
| Employer contribution / active EE | $7,803 | $2,895+169.6% | $2,521+209.5% | $2,504+211.5% |
| Participant deferral / active EE | $9,112 | $5,060+80.1% | $4,049+125.1% | $3,967+129.7% |
| Admin fee / account holder | $90 | $104-14.2% | $7,497-98.8% | $100-10.4% |