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 INC8 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,334 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $48,189 |
REHMANN ROBSON9+ years Service code 10 5800 GRATIOT RD · SAGINAW, MI 48605 | Accounting | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,268 | $95,274-7.4% | $135,903-35.1% | $74,419+18.6% |
| Participation rate | 96.6% | 78.2%+18.4pp | 81.9%+14.6pp | 70.7%+25.8pp |
| Annual return | 19.35% | 32.77%-13.4pp | 68.23%-48.9pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,098 | $3,874-45.9% | $4,856-56.8% | $2,637-20.5% |
| Participant deferral / active EE | $7,415 | $7,782-4.7% | $7,758-4.4% | $4,528+63.8% |
| Admin fee / account holder | $141 | $266-46.8% | $10,762-98.7% | $348-59.3% |