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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $44,563 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,527 |
BENEFIT RESOURCES, INC.8 years Service code 13 · EIN 68-0198481 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Contract Administrator | $2,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,196 | $50,815+46.0% | $155,509-52.3% | $77,643-4.4% |
| Participation rate | 34.0% | 63.1%-29.1pp | 78.2%-44.2pp | 70.6%-36.6pp |
| Annual return | 21.78% | 34.80%-13.0pp | 64.67%-42.9pp | 31.24%-9.5pp |
| Employer contribution / active EE | $1,243 | $1,993-37.6% | $4,672-73.4% | $2,726-54.4% |
| Participant deferral / active EE | $2,024 | $2,822-28.3% | $5,626-64.0% | $4,647-56.4% |
| Admin fee / account holder | $402 | $437-8.0% | $15,912-97.5% | $430-6.6% |