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 Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $40,317 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $9,608 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,646 | $77,660+12.9% | $109,143-19.7% | $79,386+10.4% |
| Participation rate | 81.5% | 67.8%+13.7pp | 75.9%+5.6pp | 70.7%+10.8pp |
| Annual return | 11.59% | 23.44%-11.8pp | 25.75%-14.2pp | 116.85%-105.3pp |
| Employer contribution / active EE | $2,075 | $2,797-25.8% | $3,722-44.3% | $2,427-14.5% |
| Participant deferral / active EE | $3,208 | $3,518-8.8% | $4,653-31.1% | $4,046-20.7% |
| Admin fee / account holder | $210 | $732-71.3% | $6,752-96.9% | $626-66.4% |