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 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $36,373 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $14,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,341 | $63,442+81.8% | $68,791+67.7% | $66,914+72.4% |
| Participation rate | 61.9% | 60.0%+2.0pp | 69.0%-7.1pp | 69.8%-7.9pp |
| Annual return | -13.03% | -8.29%-4.7pp | -6.38%-6.7pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,368 | $1,775-22.9% | $2,655-48.5% | $2,544-46.2% |
| Participant deferral / active EE | $4,023 | $2,945+36.6% | $3,941+2.1% | $4,237-5.0% |
| Admin fee / account holder | $354 | $577-38.7% | $4,932-92.8% | $593-40.4% |