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 LLC6 years Service code 27 · EIN 46-4350797 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,358 |
BLACK & PINCKARD LLC6 years Service code 64 · EIN 26-0079381 PO BOX 26384 · HOOVER, AL 35260 | Recordkeeping Fees | $1,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,402 | $61,272+80.2% | $149,673-26.2% | $71,457+54.5% |
| Participation rate | 95.7% | 62.5%+33.2pp | 78.8%+16.9pp | 67.9%+27.8pp |
| Annual return | 13.94% | 35.85%-21.9pp | 134.42%-120.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $5,939 | $2,378+149.7% | $4,818+23.3% | $2,588+129.5% |
| Participant deferral / active EE | $4,508 | $2,917+54.5% | $5,680-20.6% | $4,289+5.1% |
| Admin fee / account holder | $202 | $1,261-84.0% | $13,210-98.5% | $1,587-87.3% |