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 Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $38,606 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $10,599 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,650 | $64,119+19.5% | $112,228-31.7% | $66,914+14.5% |
| Participation rate | 81.6% | 68.5%+13.1pp | 75.1%+6.5pp | 69.8%+11.8pp |
| Annual return | -15.76% | -13.81%-2.0pp | 27.45%-43.2pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,399 | $3,005-20.2% | $3,635-34.0% | $2,544-5.7% |
| Participant deferral / active EE | $3,142 | $3,693-14.9% | $4,728-33.6% | $4,237-25.8% |
| Admin fee / account holder | $206 | $625-67.1% | $6,410-96.8% | $593-65.4% |