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 INC2 years Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $37,776 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $18,689 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $3,206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,957 | $95,880-6.2% | $107,525-16.3% | $85,563+5.1% |
| Participation rate | 71.8% | 70.1%+1.7pp | 75.1%-3.3pp | 66.0%+5.9pp |
| Annual return | 14.53% | 68.06%-53.5pp | 181.32%-166.8pp | 31.51%-17.0pp |
| Employer contribution / active EE | $2,215 | $3,812-41.9% | $3,754-41.0% | $2,654-16.5% |
| Participant deferral / active EE | $2,733 | $4,201-35.0% | $5,116-46.6% | $4,375-37.5% |
| Admin fee / account holder | $253 | $1,025-75.3% | $8,919-97.2% | $834-69.6% |