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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $37,997 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $5,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,286 |
Employer contribution per participant 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 | $85,908 | $76,670+12.0% | $96,683-11.1% | $71,457+20.2% |
| Participation rate | 82.8% | 66.6%+16.2pp | 74.3%+8.4pp | 67.9%+14.9pp |
| Annual return | 15.37% | 48.29%-32.9pp | 35.69%-20.3pp | 28.85%-13.5pp |
| Employer contribution / active EE | $609 | $3,031-79.9% | $3,737-83.7% | $2,588-76.5% |
| Participant deferral / active EE | $3,119 | $3,771-17.3% | $4,878-36.1% | $4,289-27.3% |
| Admin fee / account holder | $191 | $2,028-90.6% | $6,730-97.2% | $1,587-88.0% |