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: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $42,306 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $22,750 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,650 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,645 | $101,523-5.8% | $141,162-32.2% | $77,787+23.0% |
| Participation rate | 70.6% | 77.4%-6.8pp | 82.5%-11.9pp | 73.2%-2.6pp |
| Annual return | 25.31% | 56.22%-30.9pp | 71.39%-46.1pp | 32.57%-7.3pp |
| Employer contribution / active EE | $1,760 | $3,341-47.3% | $4,735-62.8% | $2,504-29.7% |
| Participant deferral / active EE | $6,269 | $6,434-2.6% | $6,709-6.6% | $3,967+58.0% |
| Admin fee / account holder | $45 | $92-50.5% | $10,261-99.6% | $100-54.7% |