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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $24,271 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PLANNERS, LLC. Service code 27 4208 SIX FORKS ROAD SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $24,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,881 | $74,347+73.3% | $93,606+37.7% | $67,579+90.7% |
| Participation rate | 99.8% | 80.6%+19.2pp | 75.8%+23.9pp | 71.3%+28.5pp |
| Annual return | 20.06% | 28.07%-8.0pp | 32.76%-12.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $6,301 | $2,583+143.9% | $2,718+131.8% | $2,148+193.4% |
| Participant deferral / active EE | $4,454 | $4,060+9.7% | $4,069+9.5% | $3,539+25.8% |
| Admin fee / account holder | $92 | $123-24.8% | $7,888-98.8% | $142-35.1% |