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 Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $36,344 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,314 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $12,529 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,516 | $88,122+50.4% | $141,162-6.1% | $67,579+96.1% |
| Participation rate | 72.4% | 76.5%-4.1pp | 82.5%-10.1pp | 71.3%+1.1pp |
| Annual return | 24.83% | 75.40%-50.6pp | 71.39%-46.6pp | 378.56%-353.7pp |
| Employer contribution / active EE | $2,495 | $3,224-22.6% | $4,735-47.3% | $2,148+16.2% |
| Participant deferral / active EE | $5,723 | $5,958-3.9% | $6,709-14.7% | $3,539+61.7% |
| Admin fee / account holder | $341 | $131+160.5% | $10,261-96.7% | $142+139.6% |