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 6-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 102 WEST WHITING STREET · TAMPA, FL 33602 | Advisory (Plan) | $42,467 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · TAMPA, MD 21202 | Recordkeeping | $21,723 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE DEAKINS NASH SMOAK & STE Service code 14 PO BOX 89 · COLUMBIA, SC 29202 | Plan Administrator | $16,373 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $11,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,866 | $54,8900% | $63,517-13.6% | $59,188-7.3% |
| Participation rate | 90.8% | 75.6%+15.2pp | 71.0%+19.8pp | 69.4%+21.4pp |
| Annual return | 1.35% | 4.56%-3.2pp | -70.30%+71.6pp | 5.51%-4.2pp |
| Employer contribution / active EE | $1,474 | $1,831-19.5% | $2,322-36.5% | $2,098-29.7% |
| Participant deferral / active EE | $1,899 | $2,803-32.2% | $2,953-35.7% | $3,265-41.8% |
| Admin fee / account holder | $61 | $66-7.8% | $5,892-99.0% | $92-33.9% |