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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $91,561 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $42,500 |
WISS & COMPANY, LLP9 years Filed as: WISS & COMPANY LLP. Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $21,000 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Other commissions; Float revenue; Sec... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $163,751 | $83,158+96.9% | $167,512-2.2% | $102,872+59.2% |
| Participation rate | 83.1% | 70.1%+13.0pp | 77.1%+6.1pp | 73.0%+10.1pp |
| Annual return | 14.11% | 21.37%-7.3pp | 1615.79%-1601.7pp | 19.06%-5.0pp |
| Employer contribution / active EE | $589 | $2,233-73.6% | $3,882-84.8% | $3,526-83.3% |
| Participant deferral / active EE | $7,231 | $5,132+40.9% | $6,405+12.9% | $5,535+30.6% |
| Admin fee / account holder | $137 | $109+25.7% | $9,769-98.6% | $292-53.0% |