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 |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $110,541 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $84,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,028 | $48,698+177.3% | $93,606+44.3% | $199,593-32.3% |
| Participation rate | 64.2% | 63.5%+0.6pp | 68.7%-4.6pp | 72.0%-7.8pp |
| Annual return | 12.78% | 15.34%-2.6pp | 133.20%-120.4pp | 34.25%-21.5pp |
| Employer contribution / active EE | $1,628 | $1,135+43.4% | $2,420-32.7% | $3,034-46.4% |
| Participant deferral / active EE | $4,080 | $2,817+44.8% | $4,411-7.5% | $5,087-19.8% |
| Admin fee / account holder | $124 | $195-36.4% | $8,285-98.5% | $269-53.8% |