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: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $2,888 |
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 | $107,938 | $65,322+65.2% | $70,449+53.2% | $73,488+46.9% |
| Participation rate | 88.9% | 77.0%+11.9pp | 75.1%+13.8pp | 70.7%+18.2pp |
| Annual return | 13.28% | 15.71%-2.4pp | 109.03%-95.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $4,577 | $2,460+86.1% | $2,737+67.3% | $2,270+101.6% |
| Participant deferral / active EE | $5,769 | $3,375+71.0% | $3,709+55.6% | $3,740+54.3% |
| Admin fee / account holder | $12 | $214-94.2% | $3,845-99.7% | $513-97.6% |