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 10-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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY 3RD FLOOR · SUNNYVALE, CA 94089 | Advisory (Participants) | $170,546 |
T ROWE PRICE RPS INC10+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $158,294 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $50,000 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $24,390 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,081 | $122,186+199.6% | $146,958+149.1% | $199,593+83.4% |
| Participation rate | 96.9% | 78.3%+18.7pp | 82.2%+14.8pp | 72.0%+25.0pp |
| Annual return | 13.65% | 30.56%-16.9pp | 418.34%-404.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $11,617 | $4,093+183.8% | $4,933+135.5% | $3,034+282.8% |
| Participant deferral / active EE | $16,401 | $8,502+92.9% | $8,070+103.2% | $5,087+222.4% |
| Admin fee / account holder | $127 | $179-28.7% | $12,998-99.0% | $269-52.6% |