Filed January 17, 2023
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 ST · BALTIMORE, MD 21202 | Recordkeeping | $363,524 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $70,000 |
JOHNSON LAMBERT LLP3 years Service code 10 PO BOX 60096 · CHARLOTTE, NC 28260 | Accounting | $34,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,997 | $103,282-25.4% | $81,382-5.4% | $99,062-22.3% |
| Participation rate | 86.5% | 73.2%+13.3pp | 69.5%+17.0pp | 71.6%+14.9pp |
| Annual return | 12.93% | 15.11%-2.2pp | 24.73%-11.8pp | 17.66%-4.7pp |
| Employer contribution / active EE | $3,038 | $3,061-0.7% | $2,463+23.4% | $3,262-6.9% |
| Participant deferral / active EE | $4,944 | $4,549+8.7% | $3,883+27.3% | $5,331-7.3% |
| Admin fee / account holder | $55 | $78-29.5% | $5,768-99.0% | $109-49.2% |