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 LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $20,232 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $13,234 |
CBIZ RETIREMENT PLAN SERVICES5+ years Service code 13 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $8,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,257 | $72,492+12.1% | $87,100-6.7% | $72,985+11.3% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 19.99% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $488 | $1,894-74.2% | $2,521-80.6% | $2,440-80.0% |
| Participant deferral / active EE | $5,665 | $3,270+73.3% | $4,049+39.9% | $3,607+57.0% |
| Admin fee / account holder | $307 | $5,055-93.9% | $7,497-95.9% | $5,124-94.0% |