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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $48,144 |
CAPFINANCIAL PARTNERS LLC5 years Service code 26 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Participants) | $31,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,902 | $87,870+19.4% | $113,168-7.3% | $74,304+41.2% |
| Participation rate | 87.2% | 70.7%+16.4pp | 76.6%+10.6pp | 60.3%+26.8pp |
| Annual return | 13.28% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $2,346 | $2,277+3.0% | $2,975-21.2% | $2,241+4.7% |
| Participant deferral / active EE | $5,643 | $4,241+33.1% | $5,107+10.5% | $3,767+49.8% |
| Admin fee / account holder | $299 | $3,368-91.1% | $12,068-97.5% | $2,969-89.9% |