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 Service code 27 · EIN 46-4350797 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $29,853 |
BLACK & PINCKARD LLC2 years Service code 10 · EIN 26-0079381 PO BOX 26384 · HOOVER, AL 35260 | Accounting | $5,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,788 | $52,953+188.5% | $172,739-11.5% | $65,185+134.4% |
| Participation rate | 98.9% | 66.2%+32.7pp | 82.6%+16.3pp | 70.2%+28.7pp |
| Annual return | 18.89% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $6,095 | $2,190+178.3% | $5,143+18.5% | $2,177+180.0% |
| Participant deferral / active EE | $4,366 | $2,471+76.7% | $5,198-16.0% | $3,514+24.2% |
| Admin fee / account holder | $540 | $472+14.5% | $13,954-96.1% | $847-36.2% |