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 LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $60,683 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,345 | $82,202+67.1% | $125,339+9.6% | $64,808+111.9% |
| Participation rate | 77.5% | 77.9%-0.4pp | 82.4%-4.9pp | 71.5%+6.0pp |
| Annual return | -19.18% | 3.48%-22.7pp | 572.05%-591.2pp | 32.82%-52.0pp |
| Employer contribution / active EE | $3,300 | $3,615-8.7% | $4,814-31.5% | $2,506+31.7% |
| Participant deferral / active EE | $7,448 | $7,175+3.8% | $7,4460% | $4,310+72.8% |
| Admin fee / account holder | $344 | $163+110.6% | $10,010-96.6% | $188+83.1% |