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 LLC3 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $72,120 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,346 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $194 |
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 | $186,828 | $95,274+96.1% | $135,903+37.5% | $74,419+151.0% |
| Participation rate | 96.1% | 78.2%+17.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 17.56% | 32.77%-15.2pp | 68.23%-50.7pp | 34.38%-16.8pp |
| Employer contribution / active EE | $9,316 | $3,874+140.5% | $4,856+91.8% | $2,637+253.2% |
| Participant deferral / active EE | $6,382 | $7,782-18.0% | $7,758-17.7% | $4,528+40.9% |
| Admin fee / account holder | $463 | $266+73.9% | $10,762-95.7% | $348+33.1% |