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 LLC5 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $48,033 |
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $29,295 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $16,000 |
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 | $265,863 | $86,944+205.8% | $107,525+147.3% | $74,304+257.8% |
| Participation rate | 93.0% | 59.6%+33.5pp | 75.1%+18.0pp | 60.3%+32.7pp |
| Annual return | 18.57% | 23.52%-4.9pp | 181.32%-162.7pp | 29.43%-10.9pp |
| Employer contribution / active EE | $6,717 | $2,757+143.7% | $3,754+79.0% | $2,241+199.7% |
| Participant deferral / active EE | $12,167 | $3,554+242.3% | $5,116+137.8% | $3,767+223.0% |
| Admin fee / account holder | $421 | $3,727-88.7% | $8,919-95.3% | $2,969-85.8% |