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 | $2,038,000 |
Filed as: SANDS CAPITAL Service code 27 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Advisory (Plan) | $1,330,000 |
TOWNSQUARE CAPITAL LLC4 years Service code 26 · EIN 82-1306760 | Advisory (Participants) | $1,231,000 |
INVESCO6 years Service code 27 22069 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $352,000 |
Service code 26 · EIN 27-3616371 | Advisory (Participants) | $145,000 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $89,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $87,000 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 27 50 S. LASALLE STREET · CHICAGO, IL 60675 | Advisory (Plan) | $66,000 |
LONE PEAK ADVISERS INC3 years Service code 26 · EIN 82-4884183 | Advisory (Participants) | $41,000 |
STOEL RIVES LLP8+ years Service code 29 900 SW FIFTH AVE · PORTLAND, OR 97204 | Legal | $36,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,353 | $83,057-28.5% | $143,757-58.7% | $89,394-33.6% |
| Participation rate | 92.3% | 74.0%+18.2pp | 80.3%+12.0pp | 71.3%+21.0pp |
| Annual return | -16.93% | -13.97%-3.0pp | -0.04%-16.9pp | -11.89%-5.0pp |
| Employer contribution / active EE | $2,535 | $2,095+21.0% | $4,951-48.8% | $3,022-16.1% |
| Participant deferral / active EE | $4,501 | $4,281+5.2% | $5,637-20.1% | $5,123-12.1% |
| Admin fee / account holder | $94 | $83+13.4% | $14,673-99.4% | $79+18.5% |