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 7-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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $79,183 |
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $45,000 |
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY, PENNER, & BENTON LLP Service code 10 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Accounting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,217 | $98,727+9.6% | $113,168-4.4% | $85,563+26.5% |
| Participation rate | 93.8% | 80.8%+13.0pp | 76.6%+17.2pp | 66.0%+27.8pp |
| Annual return | 16.76% | 17.43%-0.7pp | 24.27%-7.5pp | 31.51%-14.8pp |
| Employer contribution / active EE | $3,341 | $2,907+15.0% | $2,975+12.3% | $2,654+25.9% |
| Participant deferral / active EE | $7,875 | $5,424+45.2% | $5,107+54.2% | $4,375+80.0% |
| Admin fee / account holder | $148 | $357-58.6% | $12,068-98.8% | $834-82.3% |