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 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $49,665 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $315 |
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 | $157,301 | $80,724+94.9% | $103,333+52.2% | $74,495+111.2% |
| Participation rate | 85.0% | 65.7%+19.3pp | 74.5%+10.5pp | 67.2%+17.8pp |
| Annual return | 12.60% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,467 | $3,157+41.5% | $3,868+15.5% | $2,623+70.3% |
| Participant deferral / active EE | $9,268 | $3,860+140.1% | $5,057+83.3% | $4,346+113.3% |
| Admin fee / account holder | $459 | $2,368-80.6% | $8,355-94.5% | $1,942-76.4% |