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 INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $307,126 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $92,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,579 | $67,679-46.0% | $155,509-76.5% | $99,062-63.1% |
| Participation rate | 92.6% | 67.2%+25.4pp | 78.2%+14.4pp | 71.6%+21.0pp |
| Annual return | 15.18% | 16.16%-1.0pp | 64.67%-49.5pp | 17.66%-2.5pp |
| Employer contribution / active EE | $582 | $2,268-74.4% | $4,672-87.5% | $3,262-82.2% |
| Participant deferral / active EE | $4,170 | $3,828+8.9% | $5,626-25.9% | $5,331-21.8% |
| Admin fee / account holder | $36 | $94-61.9% | $15,912-99.8% | $109-67.3% |