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 6-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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $94,643 |
ASCENSUS LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $45,000 |
REILLY, PENNER & BENTON LLP2 years Filed as: REILLY, PENNER, & BENTON LLP Service code 10 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,007 | $88,982+5.6% | $102,438-8.2% | $77,671+21.0% |
| Participation rate | 94.7% | 80.9%+13.7pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 14.23% | 25.01%-10.8pp | 29.37%-15.1pp | 31.21%-17.0pp |
| Employer contribution / active EE | $3,454 | $2,698+28.0% | $3,024+14.2% | $2,726+26.7% |
| Participant deferral / active EE | $7,786 | $5,144+51.4% | $5,054+54.1% | $4,648+67.5% |
| Admin fee / account holder | $160 | $236-31.9% | $9,448-98.3% | $430-62.7% |