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 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $20,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,391 | $58,320+97.9% | $86,436+33.5% | $66,914+72.4% |
| Participation rate | 93.7% | 78.6%+15.1pp | 80.3%+13.3pp | 69.8%+23.9pp |
| Annual return | -10.68% | -9.71%-1.0pp | 4394.89%-4405.6pp | 1.58%-12.3pp |
| Employer contribution / active EE | $6,488 | $2,615+148.1% | $3,769+72.2% | $2,544+155.0% |
| Participant deferral / active EE | $6,736 | $6,899-2.4% | $6,952-3.1% | $4,237+59.0% |
| Admin fee / account holder | $52 | $546-90.5% | $6,731-99.2% | $593-91.3% |