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 SECURITIES LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $64,244 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$14,224 |
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 | $183,665 | $73,404+150.2% | $87,100+110.9% | $67,579+171.8% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.9%+22.1pp | 71.3%+27.7pp |
| Annual return | 22.17% | 48.29%-26.1pp | 28.19%-6.0pp | 378.56%-356.4pp |
| Employer contribution / active EE | $5,598 | $2,014+178.0% | $2,521+122.0% | $2,148+160.6% |
| Participant deferral / active EE | $7,345 | $3,913+87.7% | $4,049+81.4% | $3,539+107.5% |
| Admin fee / account holder | $137 | $142-3.2% | $7,497-98.2% | $142-3.7% |