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 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $30,000 |
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,595 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,572 | $72,607+125.3% | $90,749+80.2% | $66,914+144.4% |
| Participation rate | 95.2% | 73.7%+21.6pp | 75.7%+19.5pp | 69.8%+25.4pp |
| Annual return | -16.27% | -12.28%-4.0pp | -12.16%-4.1pp | 1.58%-17.9pp |
| Employer contribution / active EE | $6,610 | $2,369+179.0% | $2,921+126.3% | $2,544+159.8% |
| Participant deferral / active EE | $7,991 | $3,977+100.9% | $4,564+75.1% | $4,237+88.6% |
| Admin fee / account holder | $174 | $707-75.4% | $8,445-97.9% | $593-70.6% |