See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,338 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $11,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,561 | $65,061+149.9% | $143,757+13.1% | $66,914+142.9% |
| Participation rate | 76.2% | 65.2%+11.0pp | 80.3%-4.1pp | 69.8%+6.4pp |
| Annual return | -16.41% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $6,904 | $2,361+192.4% | $4,951+39.4% | $2,544+171.3% |
| Participant deferral / active EE | $4,838 | $2,919+65.7% | $5,637-14.2% | $4,237+14.2% |
| Admin fee / account holder | $214 | $502-57.4% | $14,673-98.5% | $593-64.0% |