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 Filed as: CAPTRUST ADVISORS LLC Service code 27 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $45,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,586 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,945 | $57,921+183.1% | $84,750+93.4% | $57,658+184.3% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 70.2%+26.6pp |
| Annual return | 7.12% | 10.24%-3.1pp | 22.78%-15.7pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,525 | $2,598-2.8% | $3,574-29.3% | $1,974+27.9% |
| Participant deferral / active EE | $10,085 | $2,742+267.8% | $3,712+171.7% | $3,061+229.5% |
| Admin fee / account holder | $110 | $130-15.3% | $5,332-97.9% | $95+16.3% |