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 |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $161,621 |
FINANCIAL ENGINES1 year Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $99,801 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $50,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $22,400 |
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 | $330,918 | $107,459+207.9% | $135,903+143.5% | $80,160+312.8% |
| Participation rate | 98.9% | 78.0%+20.9pp | 81.9%+17.0pp | 72.9%+26.0pp |
| Annual return | 18.12% | 91.91%-73.8pp | 68.23%-50.1pp | 40.38%-22.3pp |
| Employer contribution / active EE | $11,474 | $3,877+195.9% | $4,856+136.3% | $2,978+285.3% |
| Participant deferral / active EE | $15,437 | $8,195+88.4% | $7,758+99.0% | $5,017+207.7% |
| Admin fee / account holder | $106 | $127-16.8% | $10,762-99.0% | $145-27.1% |