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 LLC3+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $28,084 |
CLIFTONLARSONALLEN LLP1 year Service code 10 600 3RD AVENUE SE · CEDAR RAPIDS, IA 52401 | Accounting | $9,050 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $850 |
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 | $60,805 | $56,443+7.7% | $83,848-27.5% | $55,725+9.1% |
| Participation rate | 75.0% | 72.0%+3.0pp | 76.1%-1.1pp | 70.9%+4.1pp |
| Annual return | -3.02% | 393.67%-396.7pp | 850.88%-853.9pp | 244.93%-247.9pp |
| Employer contribution / active EE | $1,418 | $2,682-47.1% | $3,631-60.9% | $2,078-31.8% |
| Participant deferral / active EE | $2,266 | $2,965-23.6% | $4,082-44.5% | $3,356-32.5% |
| Admin fee / account holder | $173 | $156+10.5% | $5,478-96.8% | $115+49.9% |