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 LLC4+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $25,848 |
T ROWE PRICE RPS INC4+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $2,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,060 | $86,929+211.8% | $102,423+164.6% | $80,856+235.2% |
| Participation rate | 61.2% | 72.4%-11.2pp | 76.5%-15.3pp | 67.6%-6.5pp |
| Annual return | 11.16% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,558 | $2,369+7.9% | $3,023-15.4% | $2,755-7.2% |
| Participant deferral / active EE | $10,638 | $4,118+158.3% | $5,053+110.5% | $4,296+147.7% |
| Admin fee / account holder | $194 | $8,049-97.6% | $9,451-97.9% | $6,918-97.2% |