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 INC6 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $346,884 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $70,000 |
JOHNSON LAMBERT LLP2 years Service code 10 PO BOX 60096 · CHARLOTTE, NC 28260 | Accounting | $33,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,043 | $93,283-24.9% | $77,163-9.2% | $103,482-32.3% |
| Participation rate | 87.8% | 79.3%+8.6pp | 69.6%+18.3pp | 73.3%+14.6pp |
| Annual return | 18.37% | 17.40%+1.0pp | 37.87%-19.5pp | 33.11%-14.7pp |
| Employer contribution / active EE | $2,786 | $3,170-12.1% | $2,535+9.9% | $3,208-13.2% |
| Participant deferral / active EE | $4,557 | $4,624-1.5% | $3,833+18.9% | $5,207-12.5% |
| Admin fee / account holder | $56 | $78-28.0% | $5,472-99.0% | $114-50.6% |