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 3-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 |
|---|---|---|
BRYANT & BRANNOCK LLCC1+ years Filed as: BRYANT & BRANNOCK, LLC Service code 27 5315 HIGHGATE DRIVE · DURHAM, NC 27713 | Advisory (Plan) | $41,207 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,901 | $72,607-38.2% | $90,749-50.5% | $66,914-32.9% |
| Participation rate | 77.9% | 73.7%+4.2pp | 75.7%+2.2pp | 69.8%+8.1pp |
| Annual return | -16.79% | -12.28%-4.5pp | -12.16%-4.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,028 | $2,369+27.8% | $2,921+3.7% | $2,544+19.0% |
| Participant deferral / active EE | $5,999 | $3,977+50.8% | $4,564+31.4% | $4,237+41.6% |
| Admin fee / account holder | $197 | $707-72.2% | $8,445-97.7% | $593-66.8% |