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 Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $33,855 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,070 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,456 |
SAGEPOINT FINANCIAL INC2+ years Filed as: RESOURCE ADVISORY LLC Service code 99 200 GLENRIDGE PT PKWY STE 400 · ATLANTA, GA 30342 | Other Fees | $645 |
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 | $62,895 | $64,909-3.1% | $82,313-23.6% | $62,292+1.0% |
| Participation rate | 92.5% | 74.9%+17.6pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 13.56% | 21.18%-7.6pp | 25.88%-12.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $2,371 | $1,676+41.5% | $2,428-2.4% | $2,042+16.1% |
| Participant deferral / active EE | $4,058 | $3,103+30.8% | $3,706+9.5% | $3,169+28.1% |
| Admin fee / account holder | $360 | $440-18.2% | $5,608-93.6% | $479-25.0% |