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 Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,480 |
Filed as: CBIZ BENEFITS & INS. SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $4,240 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,134 |
Filed as: EMPOWER RETIREMENT ADVISORY SERV. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $317 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,465 | $60,349-34.6% | $74,183-46.8% | $62,891-37.2% |
| Participation rate | 98.0% | 72.7%+25.3pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 4.54% | 21.37%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,735 | $1,680+3.2% | $2,370-26.8% | $2,281-23.9% |
| Participant deferral / active EE | $3,498 | $2,856+22.5% | $3,550-1.5% | $3,203+9.2% |
| Admin fee / account holder | $18 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |