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 Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $41,545 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,868 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCES, INC Service code 13 1545 RIVER PARK DR., STE 325 · SACRAMENTO, CA 958154620 | Contract Administrator | $2,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,388 | $68,346+3.0% | $94,646-25.6% | $75,163-6.4% |
| Participation rate | 87.8% | 76.1%+11.7pp | 80.8%+7.0pp | 67.2%+20.6pp |
| Annual return | 16.30% | 616.93%-600.6pp | 156.71%-140.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,561 | $6,537+0.4% | $7,418-11.6% | $4,125+59.0% |
| Admin fee / account holder | $413 | $5,326-92.3% | $7,231-94.3% | $5,651-92.7% |