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 9-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 LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $96,766 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,961 | $122,186-19.8% | $146,958-33.3% | $199,593-50.9% |
| Participation rate | 82.6% | 78.3%+4.3pp | 82.2%+0.4pp | 72.0%+10.6pp |
| Annual return | 14.19% | 30.56%-16.4pp | 418.34%-404.2pp | 34.25%-20.1pp |
| Employer contribution / active EE | $3,421 | $4,093-16.4% | $4,933-30.7% | $3,034+12.7% |
| Participant deferral / active EE | $6,178 | $8,502-27.3% | $8,070-23.4% | $5,087+21.4% |
| Admin fee / account holder | $90 | $179-49.8% | $12,998-99.3% | $269-66.6% |