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) | $59,841 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,397 | $129,021+0.3% | $184,203-29.8% | $77,643+66.7% |
| Participation rate | 95.4% | 87.3%+8.1pp | 86.8%+8.6pp | 70.6%+24.8pp |
| Annual return | 14.79% | 33.27%-18.5pp | 28.81%-14.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $7,074 | $4,413+60.3% | $6,427+10.1% | $2,726+159.5% |
| Participant deferral / active EE | $7,432 | $7,297+1.8% | $9,131-18.6% | $4,647+59.9% |
| Admin fee / account holder | $238 | $254-6.1% | $13,901-98.3% | $430-44.6% |