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 LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $55,144 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,149 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $110 |
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 | $293,804 | $95,274+208.4% | $135,903+116.2% | $74,419+294.8% |
| Participation rate | 98.7% | 78.2%+20.6pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 19.99% | 32.77%-12.8pp | 68.23%-48.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $10,124 | $3,874+161.3% | $4,856+108.5% | $2,637+283.9% |
| Participant deferral / active EE | $11,832 | $7,782+52.0% | $7,758+52.5% | $4,528+161.3% |
| Admin fee / account holder | $184 | $266-30.7% | $10,762-98.3% | $348-47.0% |