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 INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $57,082 |
CAPFINANCIAL PARTNERS LLC3 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $52,000 |
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 | $46,170 | $89,588-48.5% | $136,007-66.1% | $77,643-40.5% |
| Participation rate | 96.9% | 74.3%+22.7pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 12.64% | 17.42%-4.8pp | 579.32%-566.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $305 | $3,491-91.3% | $4,217-92.8% | $2,726-88.8% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,025-100.0% | $4,647-100.0% |
| Admin fee / account holder | $191 | $539-64.5% | $6,858-97.2% | $430-55.6% |