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) | $62,500 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $56,193 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $140 |
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 | $287,815 | $95,880+200.2% | $107,525+167.7% | $85,563+236.4% |
| Participation rate | 94.5% | 70.1%+24.3pp | 75.1%+19.4pp | 66.0%+28.5pp |
| Annual return | 14.67% | 68.06%-53.4pp | 181.32%-166.6pp | 31.51%-16.8pp |
| Employer contribution / active EE | $7,658 | $3,812+100.9% | $3,754+104.0% | $2,654+188.6% |
| Participant deferral / active EE | $15,455 | $4,201+267.9% | $5,116+202.1% | $4,375+253.2% |
| Admin fee / account holder | $231 | $1,025-77.5% | $8,919-97.4% | $834-72.3% |