See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $42,278 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $13,772 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,902 | $59,097+148.6% | $82,389+78.3% | $74,304+97.7% |
| Participation rate | 77.4% | 52.8%+24.6pp | 69.5%+7.9pp | 60.3%+17.0pp |
| Annual return | 16.90% | 22.85%-6.0pp | 28.67%-11.8pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,855 | $1,601+15.9% | $2,517-26.3% | $2,241-17.2% |
| Participant deferral / active EE | $5,251 | $2,775+89.2% | $4,155+26.4% | $3,767+39.4% |
| Admin fee / account holder | $371 | $4,489-91.7% | $7,231-94.9% | $2,969-87.5% |