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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $42,973 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,151 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $8,542 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,740 | $61,272+632.4% | $149,673+199.8% | $71,457+528.0% |
| Participation rate | 78.4% | 62.5%+15.9pp | 78.8%-0.4pp | 67.9%+10.5pp |
| Annual return | 18.85% | 35.85%-17.0pp | 134.42%-115.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $13,721 | $2,378+476.9% | $4,818+184.8% | $2,588+430.3% |
| Participant deferral / active EE | $10,887 | $2,917+273.2% | $5,680+91.7% | $4,289+153.9% |
| Admin fee / account holder | $244 | $1,261-80.6% | $13,210-98.2% | $1,587-84.6% |