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: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $38,571 |
BENEFIT RESOURCES, INC.3 years Filed as: BENEFIT RESOURCES, INC Service code 13 1545 RIVER PARK DR., STE 325 · SACRAMENTO, CA 958154620 | Contract Administrator | $2,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $563 |
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.
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 | $77,056 | $77,503-0.6% | $100,391-23.2% | $80,856-4.7% |
| Participation rate | 92.9% | 76.9%+15.9pp | 81.5%+11.4pp | 67.6%+25.2pp |
| Annual return | 12.20% | 37.20%-25.0pp | 49.20%-37.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,503 | $2,801-46.3% | $3,942-61.9% | $2,755-45.5% |
| Participant deferral / active EE | $4,620 | $6,820-32.3% | $8,082-42.8% | $4,296+7.6% |
| Admin fee / account holder | $367 | $5,897-93.8% | $7,899-95.4% | $6,918-94.7% |