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 |
|---|---|---|
FINANCIAL ENGINES8 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $43,561 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,017 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $24,588 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,027 | $51,045+352.6% | $70,515+227.6% | $71,457+223.3% |
| Participation rate | 83.6% | 59.4%+24.2pp | 68.3%+15.2pp | 67.9%+15.7pp |
| Annual return | 16.45% | 42.63%-26.2pp | 32.77%-16.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $3,143 | $1,790+75.6% | $2,973+5.7% | $2,588+21.5% |
| Participant deferral / active EE | $5,925 | $3,026+95.8% | $4,567+29.7% | $4,289+38.1% |
| Admin fee / account holder | $541 | $1,994-72.9% | $6,412-91.6% | $1,587-65.9% |