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 LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $46,229 |
RAMSEY SOLUTIONS1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $20,220 |
THE LAMPO GROUP, INC.3 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $19,212 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER Service code 10 1230 PEACHTREE STREET · ATLANTA, GA 30309 | Accounting | $17,500 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,940 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,666 | $95,388+8.7% | $125,339-17.3% | $77,904+33.1% |
| Participation rate | 72.3% | 78.6%-6.3pp | 82.4%-10.1pp | 73.7%-1.4pp |
| Annual return | -17.45% | 116.19%-133.6pp | 572.05%-589.5pp | 12.21%-29.7pp |
| Employer contribution / active EE | $2,393 | $3,666-34.7% | $4,814-50.3% | $2,848-16.0% |
| Participant deferral / active EE | $7,807 | $7,711+1.2% | $7,446+4.8% | $4,806+62.4% |
| Admin fee / account holder | $63 | $119-47.2% | $10,010-99.4% | $133-52.7% |