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 9-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 LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $16,696 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,220 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,670 | $77,314+347.1% | $177,989+94.2% | $80,856+327.5% |
| Participation rate | 94.4% | 65.7%+28.7pp | 77.1%+17.4pp | 67.6%+26.8pp |
| Annual return | 13.45% | 18.09%-4.6pp | 294.48%-281.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,480 | $2,292+139.1% | $3,949+38.8% | $2,755+98.9% |
| Participant deferral / active EE | $16,410 | $4,411+272.1% | $6,276+161.5% | $4,296+282.0% |
| Admin fee / account holder | $179 | $7,191-97.5% | $10,363-98.3% | $6,918-97.4% |