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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $206,061 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $155,839 |
WEAVER AND TIDWELL, LLP4 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $9,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,682 | $144,996+17.7% | $111,297+53.4% | $93,030+83.5% |
| Participation rate | 93.8% | 86.2%+7.7pp | 77.3%+16.5pp | 73.9%+19.9pp |
| Annual return | 13.47% | 18.26%-4.8pp | 54.65%-41.2pp | 158.70%-145.2pp |
| Employer contribution / active EE | $8,250 | $3,056+170.0% | $2,731+202.1% | $2,706+204.9% |
| Participant deferral / active EE | $9,874 | $5,587+76.7% | $4,487+120.0% | $4,562+116.4% |
| Admin fee / account holder | $88 | $103-14.5% | $7,964-98.9% | $152-41.7% |