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 9-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 Service code 26 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Participants) | $53,250 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $6,005 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,572 | $62,624+57.4% | $177,989-44.6% | $77,643+27.0% |
| Participation rate | 95.9% | 66.8%+29.0pp | 77.1%+18.8pp | 70.6%+25.3pp |
| Annual return | 27.55% | 16.16%+11.4pp | 294.48%-266.9pp | 31.24%-3.7pp |
| Employer contribution / active EE | $233 | $1,909-87.8% | $3,949-94.1% | $2,726-91.5% |
| Participant deferral / active EE | $17,954 | $4,219+325.5% | $6,276+186.1% | $4,647+286.3% |
| Admin fee / account holder | $73 | $386-81.2% | $10,363-99.3% | $430-83.1% |