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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $83,742 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $55,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,471 | $96,900-67.5% | $111,392-71.7% | $75,289-58.2% |
| Participation rate | 90.4% | 85.9%+4.4pp | 78.9%+11.5pp | 72.4%+18.0pp |
| Annual return | -4.70% | 1.66%-6.4pp | -2.06%-2.6pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1 | $5,520-100.0% | $4,328-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,372 | $6,494-63.5% | $5,567-57.4% | $3,739-36.6% |
| Admin fee / account holder | $37 | $105-64.4% | $12,266-99.7% | $102-63.4% |