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 LLC2 years Service code 15 PO BOX 600071 · RALEIGH, NC 27675 | Recordkeeping | $18,618 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,592 | $76,670-21.0% | $96,683-37.3% | $71,457-15.2% |
| Participation rate | 55.2% | 66.6%-11.4pp | 74.3%-19.2pp | 67.9%-12.7pp |
| Annual return | 20.61% | 48.29%-27.7pp | 35.69%-15.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $1,818 | $3,031-40.0% | $3,737-51.3% | $2,588-29.7% |
| Participant deferral / active EE | $4,520 | $3,771+19.8% | $4,878-7.3% | $4,289+5.4% |
| Admin fee / account holder | $253 | $2,028-87.5% | $6,730-96.2% | $1,587-84.1% |