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 7-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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $77,517 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $67,013 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,515 | $113,293-80.1% | $67,511-66.6% | $199,768-88.7% |
| Participation rate | 75.6% | 73.3%+2.2pp | 72.9%+2.7pp | 72.0%+3.6pp |
| Annual return | 14.78% | 15.88%-1.1pp | 3517.41%-3502.6pp | 34.26%-19.5pp |
| Employer contribution / active EE | $428 | $3,401-87.4% | $2,733-84.3% | $3,037-85.9% |
| Participant deferral / active EE | $3,608 | $4,159-13.2% | $4,000-9.8% | $5,090-29.1% |
| Admin fee / account holder | $92 | $103-10.0% | $3,999-97.7% | $269-65.7% |