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 year Filed as: BRYANT & BRANNOCK LLC Service code 27 5315 HIGHGATE DRIVE · DURHAM, NC 27713 | Advisory (Plan) | $35,850 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,878 | $71,516-7.9% | $98,439-33.1% | $71,457-7.8% |
| Participation rate | 89.9% | 72.7%+17.2pp | 75.2%+14.8pp | 67.9%+22.0pp |
| Annual return | 53.72% | 32.41%+21.3pp | 21.16%+32.6pp | 28.85%+24.9pp |
| Employer contribution / active EE | $4,816 | $2,399+100.8% | $3,048+58.0% | $2,588+86.1% |
| Participant deferral / active EE | $9,045 | $4,109+120.1% | $4,738+90.9% | $4,289+110.9% |
| Admin fee / account holder | $160 | $1,675-90.4% | $8,948-98.2% | $1,587-89.9% |