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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $502,912 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $48,000 |
SMITH, GAMBRELL & RUSSELL, LLP4+ years Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $25,624 |
WINDHAM BRANNON4+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $24,000 |
ADP BROKER-DEALER3 years Filed as: ADP LLC Service code 49 PO BOX 842875 · BOSTON, MA 02284 | Other Services | $23,925 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFITS COUNCIL Service code 29 1501 M STREET NW · WASHINGTON, DC 20005 | Legal | $5,000 |
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 | $81,629 | $45,365+79.9% | $58,482+39.6% | $96,393-15.3% |
| Participation rate | 62.8% | 30.9%+32.0pp | 50.9%+12.0pp | 71.3%-8.4pp |
| Annual return | 18.18% | 20.48%-2.3pp | 4239.32%-4221.1pp | 22.88%-4.7pp |
| Employer contribution / active EE | $2,460 | $584+321.0% | $1,053+133.5% | $3,238-24.0% |
| Participant deferral / active EE | $3,970 | $1,304+204.4% | $1,924+106.4% | $5,455-27.2% |
| Admin fee / account holder | $50 | $74-32.0% | $2,516-98.0% | $74-31.7% |