See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $46,000 |
ERNST & YOUNG LLP4 years Service code 10 P.O. BOX 640382 · PITTSBURG, PA 15264 | Accounting | $32,413 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,450 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,132 | $86,897+52.1% | $151,611-12.8% | $64,808+103.9% |
| Participation rate | 74.6% | 87.3%-12.7pp | 87.5%-12.9pp | 71.5%+3.1pp |
| Annual return | -17.65% | -3.57%-14.1pp | 3.33%-21.0pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,012 | $4,010-24.9% | $6,166-51.2% | $2,506+20.2% |
| Participant deferral / active EE | $7,285 | $6,690+8.9% | $8,363-12.9% | $4,310+69.0% |
| Admin fee / account holder | $110 | $153-28.4% | $11,616-99.1% | $188-41.7% |