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 LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $35,534 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,474 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $12,370 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,584 |
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 | $120,666 | $82,202+46.8% | $125,339-3.7% | $64,808+86.2% |
| Participation rate | 89.7% | 77.9%+11.9pp | 82.4%+7.4pp | 71.5%+18.3pp |
| Annual return | -19.69% | 3.48%-23.2pp | 572.05%-591.7pp | 32.82%-52.5pp |
| Employer contribution / active EE | $2,568 | $3,615-29.0% | $4,814-46.6% | $2,506+2.5% |
| Participant deferral / active EE | $7,853 | $7,175+9.5% | $7,446+5.5% | $4,310+82.2% |
| Admin fee / account holder | $229 | $163+40.2% | $10,010-97.7% | $188+21.9% |