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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $37,794 |
RAMSEY SOLUTIONS4 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $22,740 |
SMARTDOLLAR1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $19,212 |
FRAZIER & DEETER, LLC4 years Filed as: FRAZIER & DEETER Service code 10 1230 PEACHTREE STREET · ATLANTA, GA 30309 | Accounting | $19,000 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,684 | $145,877+2.6% | $150,045-0.2% | $102,872+45.5% |
| Participation rate | 71.5% | 79.8%-8.3pp | 82.3%-10.8pp | 73.0%-1.5pp |
| Annual return | 16.03% | 21.37%-5.3pp | 62.55%-46.5pp | 19.06%-3.0pp |
| Employer contribution / active EE | $2,745 | $4,710-41.7% | $4,693-41.5% | $3,526-22.2% |
| Participant deferral / active EE | $8,876 | $9,491-6.5% | $7,997+11.0% | $5,535+60.4% |
| Admin fee / account holder | $56 | $176-68.3% | $13,435-99.6% | $292-80.9% |