See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRYANT & BRANNOCK LLCC2 years Filed as: BRYANT & BRANNOCK LLC Service code 27 5315 HIGHGATE DRIVE · DURHAM, NC 27713 | Advisory (Plan) | $44,649 |
T ROWE PRICE RPS INC3+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,185 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,763 | $87,013-15.2% | $106,213-30.6% | $80,856-8.8% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.3%+21.5pp | 67.6%+29.2pp |
| Annual return | 13.02% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $6,548 | $2,395+173.4% | $3,171+106.5% | $2,755+137.7% |
| Participant deferral / active EE | $12,794 | $3,986+221.0% | $5,016+155.1% | $4,296+197.8% |
| Admin fee / account holder | $232 | $8,431-97.3% | $11,033-97.9% | $6,918-96.6% |