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 · RALEIGH, NC 27609 | Advisory (Plan) | $45,022 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $405 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,214 | $76,670+80.3% | $96,683+43.0% | $71,457+93.4% |
| Participation rate | 76.6% | 66.6%+10.0pp | 74.3%+2.2pp | 67.9%+8.7pp |
| Annual return | 15.99% | 48.29%-32.3pp | 35.69%-19.7pp | 28.85%-12.9pp |
| Employer contribution / active EE | $3,568 | $3,031+17.7% | $3,737-4.5% | $2,588+37.9% |
| Participant deferral / active EE | $7,830 | $3,771+107.6% | $4,878+60.5% | $4,289+82.6% |
| Admin fee / account holder | $392 | $2,028-80.7% | $6,730-94.2% | $1,587-75.3% |