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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $33,000 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,780 |
Service code 26 333 SANDY SPRINGS CIR · ATLANTA, GA 30328 | Advisory (Participants) | $8,048 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $789 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,113 | $100,801+90.6% | $149,696+28.3% | $73,409+161.7% |
| Participation rate | 92.8% | 77.7%+15.1pp | 82.5%+10.3pp | 72.2%+20.6pp |
| Annual return | 17.28% | 265.34%-248.1pp | 276.60%-259.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $8,268 | $3,312+149.7% | $4,644+78.0% | $2,234+270.1% |
| Participant deferral / active EE | $4,677 | $6,404-27.0% | $6,842-31.6% | $3,805+22.9% |
| Admin fee / account holder | $187 | $181+3.4% | $9,309-98.0% | $158+18.4% |