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 LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $69,786 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $49,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,272 | $106,028+66.3% | $146,958+19.9% | $77,643+127.0% |
| Participation rate | 69.9% | 78.4%-8.4pp | 82.2%-12.2pp | 70.6%-0.7pp |
| Annual return | 14.31% | 56.73%-42.4pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,858 | $4,063-5.0% | $4,933-21.8% | $2,726+41.5% |
| Participant deferral / active EE | $8,651 | $7,990+8.3% | $8,070+7.2% | $4,647+86.1% |
| Admin fee / account holder | $198 | $337-41.5% | $12,998-98.5% | $430-54.1% |