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) | $50,988 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,520 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,324 | $71,142-79.9% | $119,609-88.0% | $64,808-77.9% |
| Participation rate | 96.8% | 78.6%+18.1pp | 79.3%+17.5pp | 71.5%+25.3pp |
| Annual return | -19.38% | -10.01%-9.4pp | -14.97%-4.4pp | 32.82%-52.2pp |
| Employer contribution / active EE | $2,074 | $2,497-17.0% | $4,232-51.0% | $2,506-17.2% |
| Participant deferral / active EE | $3,093 | $4,490-31.1% | $5,602-44.8% | $4,310-28.2% |
| Admin fee / account holder | $105 | $162-35.5% | $10,323-99.0% | $188-44.3% |