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) | $45,308 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,855 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,564 | $100,801+32.5% | $149,696-10.8% | $73,409+81.9% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.5%+11.9pp | 72.2%+22.2pp |
| Annual return | 22.02% | 265.34%-243.3pp | 276.60%-254.6pp | 59.29%-37.3pp |
| Employer contribution / active EE | $2,216 | $3,312-33.1% | $4,644-52.3% | $2,234-0.8% |
| Participant deferral / active EE | $7,241 | $6,404+13.1% | $6,842+5.8% | $3,805+90.3% |
| Admin fee / account holder | $237 | $181+31.3% | $9,309-97.4% | $158+50.4% |