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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $49,885 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,284 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,337 | $54,193+85.1% | $93,606+7.2% | $77,643+29.2% |
| Participation rate | 97.8% | 63.9%+33.9pp | 68.7%+29.1pp | 70.6%+27.2pp |
| Annual return | 14.67% | 30.54%-15.9pp | 133.20%-118.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,366 | $1,168+188.2% | $2,420+39.1% | $2,726+23.5% |
| Participant deferral / active EE | $6,532 | $3,144+107.8% | $4,411+48.1% | $4,647+40.6% |
| Admin fee / account holder | $263 | $576-54.3% | $8,285-96.8% | $430-38.9% |