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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $37,056 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $15,587 |
CBIZ RETIREMENT PLAN SERVICES6+ years Service code 13 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $8,965 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $1,790 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,427 | $78,422+15.3% | $95,952-5.8% | $79,858+13.2% |
| Participation rate | 76.1% | 73.5%+2.6pp | 77.1%-1.0pp | 69.6%+6.5pp |
| Annual return | 9.18% | 19.37%-10.2pp | 91.61%-82.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $402 | $1,945-79.3% | $2,541-84.2% | $2,471-83.7% |
| Participant deferral / active EE | $4,605 | $3,440+33.9% | $4,167+10.5% | $3,740+23.1% |
| Admin fee / account holder | $521 | $5,622-90.7% | $6,795-92.3% | $5,306-90.2% |