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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,200 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $46,786 |
REHMANN ROBSON8+ years Service code 10 5800 GRATIOT RD · SAGINAW, MI 48605 | Accounting | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,758 | $82,202-0.5% | $125,339-34.8% | $64,808+26.2% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -19.85% | 3.48%-23.3pp | 572.05%-591.9pp | 32.82%-52.7pp |
| Employer contribution / active EE | $1,982 | $3,615-45.2% | $4,814-58.8% | $2,506-20.9% |
| Participant deferral / active EE | $7,030 | $7,175-2.0% | $7,446-5.6% | $4,310+63.1% |
| Admin fee / account holder | $132 | $163-19.3% | $10,010-98.7% | $188-29.9% |