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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $147,027 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPT Service code 26 4208 SIX FORKS · RALEIGH, NC 27609 | Advisory (Participants) | $29,657 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 16 · EIN 20-4668732 | Consulting | $9,692 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,073 | $73,638+128.2% | $108,410+55.0% | $79,386+111.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 11.44% | 33.27%-21.8pp | 905.27%-893.8pp | 116.85%-105.4pp |
| Employer contribution / active EE | $6,443 | $2,397+168.8% | $3,558+81.1% | $2,427+165.4% |
| Participant deferral / active EE | $6,901 | $6,218+11.0% | $6,563+5.2% | $4,046+70.6% |
| Admin fee / account holder | $545 | $638-14.5% | $7,295-92.5% | $626-12.9% |