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 LLC5+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $44,355 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,666 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,469 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,830 | $88,122+26.9% | $141,162-20.8% | $67,579+65.5% |
| Participation rate | 93.8% | 76.5%+17.4pp | 82.5%+11.4pp | 71.3%+22.6pp |
| Annual return | 26.12% | 75.40%-49.3pp | 71.39%-45.3pp | 378.56%-352.4pp |
| Employer contribution / active EE | $2,174 | $3,224-32.6% | $4,735-54.1% | $2,148+1.2% |
| Participant deferral / active EE | $6,577 | $5,958+10.4% | $6,709-2.0% | $3,539+85.8% |
| Admin fee / account holder | $219 | $131+67.0% | $10,261-97.9% | $142+53.6% |