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 INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $68,482 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $49,635 |
REHMANN ROBSON10+ years Service code 10 5800 GRATIOT RD · SAGINAW, MI 48605 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,065 | $106,028-7.5% | $146,958-33.3% | $77,643+26.3% |
| Participation rate | 96.1% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 13.86% | 56.73%-42.9pp | 418.34%-404.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,380 | $4,063-41.4% | $4,933-51.8% | $2,726-12.7% |
| Participant deferral / active EE | $8,367 | $7,990+4.7% | $8,070+3.7% | $4,647+80.0% |
| Admin fee / account holder | $147 | $337-56.5% | $12,998-98.9% | $430-65.9% |