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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $542,041 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $81,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,298 | $73,283-30.0% | $155,509-67.0% | $106,382-51.8% |
| Participation rate | 42.4% | 73.3%-30.9pp | 78.2%-35.8pp | 69.9%-27.5pp |
| Annual return | 17.08% | 15.77%+1.3pp | 64.67%-47.6pp | 17.37%-0.3pp |
| Employer contribution / active EE | $1,424 | $2,247-36.7% | $4,672-69.5% | $3,364-57.7% |
| Participant deferral / active EE | $3,434 | $4,580-25.0% | $5,626-39.0% | $5,569-38.3% |
| Admin fee / account holder | $78 | $56+38.9% | $15,912-99.5% | $79-1.6% |