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 INC5 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $356,524 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $70,000 |
JOHNSON LAMBERT LLP1 year Service code 10 PO BOX 60096 · CHARLOTTE, NC 28260 | Accounting | $27,550 |
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 | $61,711 | $89,497-31.0% | $70,092-12.0% | $78,044-20.9% |
| Participation rate | 87.5% | 79.9%+7.6pp | 70.5%+17.1pp | 74.4%+13.1pp |
| Annual return | -17.47% | -12.39%-5.1pp | 190.73%-208.2pp | 10.87%-28.3pp |
| Employer contribution / active EE | $2,668 | $3,152-15.4% | $2,559+4.3% | $3,125-14.6% |
| Participant deferral / active EE | $4,430 | $4,564-2.9% | $3,849+15.1% | $5,084-12.9% |
| Admin fee / account holder | $57 | $78-27.1% | $6,267-99.1% | $79-28.2% |