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 Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $40,382 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,638 |
BENEFIT RESOURCES, INC.4 years Filed as: BENEFIT RESOURCES, INC Service code 13 1545 RIVER PARK DR., STE 325 · SACRAMENTO, CA 958154620 | Contract Administrator | $2,054 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,797 | $80,673+11.3% | $101,326-11.4% | $84,808+5.9% |
| Participation rate | 93.7% | 77.8%+15.9pp | 81.5%+12.2pp | 68.3%+25.3pp |
| Annual return | 16.75% | 38.95%-22.2pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,114 | $2,698-58.7% | $3,665-69.6% | $2,631-57.7% |
| Participant deferral / active EE | $5,950 | $6,840-13.0% | $7,994-25.6% | $4,212+41.3% |
| Admin fee / account holder | $425 | $12,784-96.7% | $11,185-96.2% | $7,344-94.2% |