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 |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $110,423 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $45,053 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $11,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINS,NASH,SMOAK & STEWA Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $8,337 |
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 | $52,388 | $123,286-57.5% | $75,670-30.8% | $77,958-32.8% |
| Participation rate | 92.3% | 78.8%+13.5pp | 72.3%+19.9pp | 71.6%+20.6pp |
| Annual return | 16.91% | 20.45%-3.5pp | 27.34%-10.4pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,354 | $2,035-33.4% | $2,352-42.4% | $2,310-41.4% |
| Participant deferral / active EE | $2,038 | $3,095-34.2% | $3,142-35.1% | $3,537-42.4% |
| Admin fee / account holder | $97 | $144-32.9% | $5,800-98.3% | $97-0.7% |