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 4-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 LLC1+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $27,259 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,825 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $131 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,995 | $84,936+257.9% | $111,297+173.1% | $79,386+282.9% |
| Participation rate | 90.1% | 75.9%+14.2pp | 77.3%+12.8pp | 70.7%+19.4pp |
| Annual return | 10.91% | 17.45%-6.5pp | 54.65%-43.7pp | 116.85%-105.9pp |
| Employer contribution / active EE | $2,356 | $1,979+19.0% | $2,731-13.7% | $2,427-3.0% |
| Participant deferral / active EE | $9,633 | $3,888+147.7% | $4,487+114.7% | $4,046+138.1% |
| Admin fee / account holder | $188 | $537-64.9% | $7,964-97.6% | $626-69.9% |