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 Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $52,046 |
Filed as: JP MORGAN HOLDINGS Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,450 | $64,707+114.0% | $112,228+23.4% | $68,494+102.1% |
| Participation rate | 86.8% | 67.2%+19.7pp | 75.1%+11.8pp | 67.9%+18.9pp |
| Annual return | -16.06% | -11.40%-4.7pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,121 | $2,746+50.1% | $3,635+13.4% | $2,596+58.7% |
| Participant deferral / active EE | $8,207 | $3,565+130.2% | $4,728+73.6% | $4,027+103.8% |
| Admin fee / account holder | $484 | $5,232-90.8% | $6,410-92.5% | $5,403-91.0% |