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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $40,018 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $27,039 |
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 | $90,269 | $73,867+22.2% | $143,757-37.2% | $68,494+31.8% |
| Participation rate | 98.8% | 66.7%+32.2pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -15.07% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,236 | $3,184+64.4% | $4,951+5.8% | $2,596+101.7% |
| Participant deferral / active EE | $4,833 | $3,384+42.8% | $5,637-14.3% | $4,027+20.0% |
| Admin fee / account holder | $588 | $5,755-89.8% | $14,673-96.0% | $5,403-89.1% |