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 LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $49,044 |
THE LAMPO GROUP, INC.5 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $19,212 |
FRAZIER & DEETER, LLC3 years Filed as: FRAZIER & DEETER Service code 10 1230 PEACHTREE STREET · ATLANTA, GA 30309 | Accounting | $19,000 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $14,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,961 | $122,186+10.5% | $146,958-8.2% | $199,593-32.4% |
| Participation rate | 71.7% | 78.3%-6.6pp | 82.2%-10.4pp | 72.0%-0.2pp |
| Annual return | 15.81% | 30.56%-14.8pp | 418.34%-402.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $3,069 | $4,093-25.0% | $4,933-37.8% | $3,034+1.2% |
| Participant deferral / active EE | $8,377 | $8,502-1.5% | $8,070+3.8% | $5,087+64.7% |
| Admin fee / account holder | $52 | $179-71.0% | $12,998-99.6% | $269-80.7% |