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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $46,053 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,988 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,363 | $104,317+48.0% | $159,436-3.2% | $86,799+77.8% |
| Participation rate | 91.2% | 77.7%+13.5pp | 82.8%+8.3pp | 72.3%+18.9pp |
| Annual return | 15.43% | 26.32%-10.9pp | 263.57%-248.1pp | 97.91%-82.5pp |
| Employer contribution / active EE | $2,313 | $3,451-33.0% | $4,829-52.1% | $2,405-3.9% |
| Participant deferral / active EE | $7,576 | $6,837+10.8% | $7,352+3.0% | $4,131+83.4% |
| Admin fee / account holder | $246 | $172+42.8% | $10,799-97.7% | $170+45.1% |