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 LLC5 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $40,407 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $34,844 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $43 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $360,624 | $119,446+201.9% | $150,045+140.3% | $85,563+321.5% |
| Participation rate | 98.6% | 75.4%+23.2pp | 82.3%+16.3pp | 66.0%+32.6pp |
| Annual return | 14.91% | 23.72%-8.8pp | 62.55%-47.6pp | 31.51%-16.6pp |
| Employer contribution / active EE | $16,885 | $4,078+314.0% | $4,693+259.8% | $2,654+536.3% |
| Participant deferral / active EE | $12,609 | $7,985+57.9% | $7,997+57.7% | $4,375+188.2% |
| Admin fee / account holder | $157 | $548-71.4% | $13,435-98.8% | $834-81.2% |