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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $191,905 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $119,171 |
WEAVER AND TIDWELL, LLP3 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $16,000 |
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 | $158,632 | $176,491-10.1% | $95,952+65.3% | $90,288+75.7% |
| Participation rate | 95.0% | 86.6%+8.4pp | 77.1%+17.9pp | 73.4%+21.6pp |
| Annual return | 13.78% | 20.14%-6.4pp | 91.61%-77.8pp | 53.97%-40.2pp |
| Employer contribution / active EE | $8,309 | $2,789+198.0% | $2,541+227.0% | $2,524+229.2% |
| Participant deferral / active EE | $9,780 | $5,340+83.2% | $4,167+134.7% | $4,232+131.1% |
| Admin fee / account holder | $97 | $154-36.8% | $6,795-98.6% | $114-14.6% |