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 LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $103,639 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $58,053 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $18,864 |
Filed as: CBIZ CPAS P.C Service code 10 · EIN 43-1947695 | Accounting | $8,700 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,601 | $95,274-13.3% | $135,903-39.2% | $74,419+11.0% |
| Participation rate | 96.8% | 78.2%+18.7pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 21.71% | 32.77%-11.1pp | 68.23%-46.5pp | 34.38%-12.7pp |
| Employer contribution / active EE | $2,126 | $3,874-45.1% | $4,856-56.2% | $2,637-19.4% |
| Participant deferral / active EE | $7,394 | $7,782-5.0% | $7,758-4.7% | $4,528+63.3% |
| Admin fee / account holder | $312 | $266+17.4% | $10,762-97.1% | $348-10.2% |