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 LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 4208 SIX FORKS RD · RALIEGH, NC 27609 | Consulting | $20,792 |
Filed as: CAPTRUST LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,500 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $7,869 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,012 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,938 | $51,197-4.4% | $82,719-40.8% | $66,914-26.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -5.12% | -9.64%+4.5pp | 701.18%-706.3pp | 1.58%-6.7pp |
| Employer contribution / active EE | $698 | $2,611-73.2% | $3,009-76.8% | $2,544-72.5% |
| Participant deferral / active EE | $2,722 | $3,458-21.3% | $4,395-38.1% | $4,237-35.8% |
| Admin fee / account holder | $80 | $416-80.8% | $5,329-98.5% | $593-86.6% |