See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $20,294 |
T ROWE PRICE RPS INC4+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,928 | $79,171+8.5% | $102,423-16.1% | $74,495+15.3% |
| Participation rate | 63.0% | 74.8%-11.8pp | 76.5%-13.5pp | 67.2%-4.2pp |
| Annual return | 10.17% | 54.93%-44.8pp | 29.32%-19.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,032 | $2,362-56.3% | $3,023-65.9% | $2,623-60.7% |
| Participant deferral / active EE | $3,331 | $4,415-24.6% | $5,053-34.1% | $4,346-23.4% |
| Admin fee / account holder | $105 | $2,001-94.7% | $9,451-98.9% | $1,942-94.6% |