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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Participants) | $60,517 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $34,787 |
NUNN, BRASHEAR & UZZELL, P.A.10+ years Service code 10 · EIN 56-1315966 PO BOX 10127 · GOLDSBORO, NC 27532 | Accounting | $26,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,716 | $65,908-29.1% | $81,812-42.9% | $77,643-39.8% |
| Participation rate | 91.6% | 65.8%+25.8pp | 72.3%+19.2pp | 70.6%+21.0pp |
| Annual return | 15.29% | 26.64%-11.4pp | 773.79%-758.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,456 | $2,370-38.6% | $2,912-50.0% | $2,726-46.6% |
| Participant deferral / active EE | $2,289 | $3,505-34.7% | $4,319-47.0% | $4,647-50.7% |
| Admin fee / account holder | $143 | $526-72.9% | $7,386-98.1% | $430-66.9% |