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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $51,940 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $49,982 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other c... | $39 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,388 | $82,972+203.0% | $103,374+143.2% | $77,671+223.7% |
| Participation rate | 94.3% | 71.5%+22.7pp | 74.5%+19.8pp | 70.6%+23.7pp |
| Annual return | 14.36% | 19.14%-4.8pp | 24.89%-10.5pp | 31.21%-16.8pp |
| Employer contribution / active EE | $7,083 | $3,554+99.3% | $3,869+83.0% | $2,726+159.8% |
| Participant deferral / active EE | $14,165 | $4,108+244.8% | $5,058+180.1% | $4,648+204.8% |
| Admin fee / account holder | $193 | $639-69.8% | $8,394-97.7% | $430-55.2% |