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 DBA CAPTR Service code 16 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Consulting | $120,165 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,572 |
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 | $247,967 | $108,549+128.4% | $156,263+58.7% | $85,563+189.8% |
| Participation rate | 98.4% | 77.1%+21.3pp | 78.9%+19.5pp | 66.0%+32.5pp |
| Annual return | 18.68% | 21.79%-3.1pp | 59.47%-40.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $5,745 | $2,690+113.6% | $4,333+32.6% | $2,654+116.5% |
| Participant deferral / active EE | $8,944 | $4,800+86.3% | $6,158+45.2% | $4,375+104.4% |
| Admin fee / account holder | $399 | $650-38.6% | $14,255-97.2% | $834-52.1% |