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 Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $33,040 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $11,974 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,775 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,350 |
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 | $285,114 | $130,194+119.0% | $169,993+67.7% | $71,457+299.0% |
| Participation rate | 97.4% | 86.1%+11.2pp | 87.0%+10.4pp | 67.9%+29.5pp |
| Annual return | 19.74% | 20.37%-0.6pp | 53.37%-33.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $10,192 | $4,381+132.6% | $6,785+50.2% | $2,588+293.9% |
| Participant deferral / active EE | $15,817 | $6,923+128.5% | $10,408+52.0% | $4,289+268.8% |
| Admin fee / account holder | $248 | $966-74.3% | $12,815-98.1% | $1,587-84.4% |