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 8-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 Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $113,652 |
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $94,977 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,811 | $115,444-78.5% | $65,493-62.1% | $102,872-75.9% |
| Participation rate | 80.4% | 71.2%+9.2pp | 73.1%+7.3pp | 73.0%+7.3pp |
| Annual return | 17.30% | 15.94%+1.4pp | 982.45%-965.1pp | 19.06%-1.8pp |
| Employer contribution / active EE | $392 | $3,409-88.5% | $2,574-84.8% | $3,526-88.9% |
| Participant deferral / active EE | $3,525 | $4,118-14.4% | $3,961-11.0% | $5,535-36.3% |
| Admin fee / account holder | $128 | $123+4.3% | $5,028-97.4% | $292-56.1% |