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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $412,290 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $49,994 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $73 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,079 | $59,339-15.6% | $149,673-66.5% | $103,482-51.6% |
| Participation rate | 90.8% | 70.2%+20.6pp | 78.8%+12.1pp | 73.3%+17.6pp |
| Annual return | 20.71% | 77.78%-57.1pp | 134.42%-113.7pp | 33.11%-12.4pp |
| Employer contribution / active EE | $1,395 | $2,178-36.0% | $4,818-71.0% | $3,208-56.5% |
| Participant deferral / active EE | $4,315 | $3,716+16.1% | $5,680-24.0% | $5,207-17.1% |
| Admin fee / account holder | $70 | $103-32.5% | $13,210-99.5% | $114-39.1% |