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 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $60,913 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $41,060 |
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 | $155,916 | $95,274+63.7% | $135,903+14.7% | $74,419+109.5% |
| Participation rate | 75.9% | 78.2%-2.3pp | 81.9%-6.0pp | 70.7%+5.2pp |
| Annual return | 18.20% | 32.77%-14.6pp | 68.23%-50.0pp | 34.38%-16.2pp |
| Employer contribution / active EE | $3,118 | $3,874-19.5% | $4,856-35.8% | $2,637+18.2% |
| Participant deferral / active EE | $7,205 | $7,782-7.4% | $7,758-7.1% | $4,528+59.1% |
| Admin fee / account holder | $339 | $266+27.3% | $10,762-96.9% | $348-2.6% |