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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $41,418 |
Filed as: CAPTRUST ADVISORS LLC Service code 27 102 W WHITING STREET · TAMPA, FL 33602 | Advisory (Plan) | $21,000 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $21,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,978 | $88,122+6.6% | $141,162-33.4% | $67,579+39.1% |
| Participation rate | 94.3% | 76.5%+17.8pp | 82.5%+11.8pp | 71.3%+23.0pp |
| Annual return | 26.55% | 75.40%-48.9pp | 71.39%-44.8pp | 378.56%-352.0pp |
| Employer contribution / active EE | $2,013 | $3,224-37.6% | $4,735-57.5% | $2,148-6.3% |
| Participant deferral / active EE | $6,803 | $5,958+14.2% | $6,709+1.4% | $3,539+92.2% |
| Admin fee / account holder | $145 | $131+10.9% | $10,261-98.6% | $142+2.0% |