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 LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $51,500 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $50,449 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $23,145 |
CARON & BLETZER, PLLC4 years Filed as: CARON & BLETZER PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $14,853 |
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $12,049 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $358,545 | $132,049+171.5% | $200,582+78.8% | $74,304+382.5% |
| Participation rate | 96.6% | 84.1%+12.5pp | 86.9%+9.7pp | 60.3%+36.2pp |
| Annual return | 15.82% | 22.22%-6.4pp | 42.33%-26.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $12,179 | $4,558+167.2% | $6,419+89.7% | $2,241+443.4% |
| Participant deferral / active EE | $17,690 | $7,213+145.3% | $9,331+89.6% | $3,767+369.6% |
| Admin fee / account holder | $664 | $2,405-72.4% | $16,305-95.9% | $2,969-77.6% |