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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $19,306 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $43,347 | $91,407-52.6% | $135,903-68.1% | $71,457-39.3% |
| Participation rate | 52.0% | 75.7%-23.6pp | 81.9%-29.9pp | 67.9%-15.9pp |
| Annual return | 19.80% | 29.90%-10.1pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $963 | $3,703-74.0% | $4,856-80.2% | $2,588-62.8% |
| Participant deferral / active EE | $1,726 | $7,092-75.7% | $7,758-77.8% | $4,289-59.8% |
| Admin fee / account holder | $215 | $1,266-83.0% | $10,762-98.0% | $1,587-86.4% |