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 ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $46,626 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $42,463 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $33,059 |
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 | $240,434 | $54,517+341.0% | $75,972+216.5% | $74,495+222.8% |
| Participation rate | 93.4% | 60.3%+33.1pp | 69.1%+24.4pp | 67.2%+26.2pp |
| Annual return | 11.61% | 31.82%-20.2pp | 359.55%-347.9pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $5,825 | $1,777+227.8% | $2,685+116.9% | $2,623+122.1% |
| Participant deferral / active EE | $6,573 | $3,066+114.4% | $4,255+54.5% | $4,346+51.3% |
| Admin fee / account holder | $611 | $2,229-72.6% | $6,467-90.6% | $1,942-68.5% |