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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $222,720 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $91,670 |
WEAVER AND TIDWELL, LLP5 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $23,587 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,906 | $130,141+9.8% | $86,677+64.9% | $77,904+83.4% |
| Participation rate | 93.6% | 85.9%+7.7pp | 76.6%+17.1pp | 73.7%+19.9pp |
| Annual return | -14.68% | -12.75%-1.9pp | 35.91%-50.6pp | 12.21%-26.9pp |
| Employer contribution / active EE | $8,510 | $3,220+164.3% | $2,836+200.0% | $2,848+198.8% |
| Participant deferral / active EE | $10,047 | $5,757+74.5% | $4,656+115.8% | $4,806+109.1% |
| Admin fee / account holder | $92 | $132-30.2% | $7,493-98.8% | $133-30.6% |