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 INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $376,395 |
401(K) ADVISORS INC1 year Filed as: 401(K) ADVISORS, INC Service code 10 120 VANTIS · MISSION VIEJO, CA 92656 | Accounting | $91,197 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $76,509 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $11,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,573 | $96,807-14.7% | $164,813-49.9% | $106,382-22.4% |
| Participation rate | 53.6% | 79.1%-25.5pp | 78.6%-25.0pp | 69.9%-16.3pp |
| Annual return | 13.11% | 17.39%-4.3pp | 69.93%-56.8pp | 17.37%-4.3pp |
| Employer contribution / active EE | $1,401 | $2,888-51.5% | $4,341-67.7% | $3,364-58.4% |
| Participant deferral / active EE | $2,763 | $5,055-45.3% | $6,031-54.2% | $5,569-50.4% |
| Admin fee / account holder | $56 | $66-15.5% | $12,690-99.6% | $79-29.9% |