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 STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $95,543 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,979 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,415 | $89,436-43.6% | $164,813-69.4% | $77,643-35.1% |
| Participation rate | 92.1% | 78.6%+13.5pp | 78.6%+13.5pp | 70.6%+21.5pp |
| Annual return | 11.13% | 28.83%-17.7pp | 69.93%-58.8pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,563 | $2,569-39.2% | $4,341-64.0% | $2,726-42.7% |
| Participant deferral / active EE | $4,557 | $4,897-6.9% | $6,031-24.4% | $4,647-1.9% |
| Admin fee / account holder | $267 | $339-21.3% | $12,690-97.9% | $430-37.9% |