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 6-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 INC6+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $482,250 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $97,500 |
WINDHAM BRANNON6+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $25,000 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $13,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,824 | $140,769-23.4% | $53,898+100.1% | $140,769-23.4% |
| Participation rate | 57.7% | 74.2%-16.5pp | 55.0%+2.7pp | 74.2%-16.5pp |
| Annual return | 15.90% | 16.82%-0.9pp | 528.60%-512.7pp | 16.82%-0.9pp |
| Employer contribution / active EE | $2,587 | $3,906-33.8% | $932+177.6% | $3,906-33.8% |
| Participant deferral / active EE | $4,490 | $6,717-33.1% | $1,826+145.9% | $6,717-33.1% |
| Admin fee / account holder | $53 | $229-77.0% | $2,491-97.9% | $229-77.0% |