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 LLC5 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $41,764 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $15,339 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $8,511 |
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 | $571,913 | $49,915+1045.8% | $154,803+269.4% | $74,304+669.7% |
| Participation rate | 97.4% | 54.0%+43.4pp | 78.1%+19.3pp | 60.3%+37.0pp |
| Annual return | 14.74% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.7pp |
| Employer contribution / active EE | $18,081 | $1,611+1022.1% | $4,305+319.9% | $2,241+706.7% |
| Participant deferral / active EE | $15,520 | $2,255+588.3% | $5,540+180.1% | $3,767+312.0% |
| Admin fee / account holder | $245 | $2,189-88.8% | $14,329-98.3% | $2,969-91.8% |