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 Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $16,009 |
CBIZ RETIREMENT PLAN SERVICES4+ years Service code 13 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $9,504 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,888 |
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 | $69,181 | $62,586+10.5% | $76,768-9.9% | $64,186+7.8% |
| Participation rate | 94.2% | 72.8%+21.4pp | 77.0%+17.2pp | 69.6%+24.6pp |
| Annual return | -4.60% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $475 | $1,832-74.1% | $2,485-80.9% | $2,381-80.0% |
| Participant deferral / active EE | $5,734 | $3,145+82.3% | $3,852+48.9% | $3,470+65.3% |
| Admin fee / account holder | $27 | $4,667-99.4% | $6,675-99.6% | $4,888-99.5% |