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 LLC1+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,554 |
Service code 64 8515 EAST ORHCARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,663 |
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 | $38,350 | $56,199-31.8% | $67,652-43.3% | $59,632-35.7% |
| Participation rate | 82.4% | 71.5%+10.9pp | 75.7%+6.7pp | 68.7%+13.7pp |
| Annual return | 1.00% | 18505.31%-18504.3pp | 6625.04%-6624.0pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $845 | $1,614-47.6% | $2,266-62.7% | $2,203-61.6% |
| Participant deferral / active EE | $2,480 | $2,844-12.8% | $3,560-30.3% | $3,192-22.3% |
| Admin fee / account holder | $18 | $3,958-99.5% | $4,821-99.6% | $4,297-99.6% |