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 LLC5 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $75,762 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $54,461 |
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 | $181,975 | $119,446+52.3% | $150,045+21.3% | $85,563+112.7% |
| Participation rate | 71.9% | 75.4%-3.5pp | 82.3%-10.4pp | 66.0%+5.9pp |
| Annual return | 15.36% | 23.72%-8.4pp | 62.55%-47.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $4,172 | $4,078+2.3% | $4,693-11.1% | $2,654+57.2% |
| Participant deferral / active EE | $9,292 | $7,985+16.4% | $7,997+16.2% | $4,375+112.4% |
| Admin fee / account holder | $346 | $548-36.8% | $13,435-97.4% | $834-58.5% |