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 LLC7 years Service code 27 · EIN 46-4350797 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,609 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 86-0206507 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,336 | $55,415+102.7% | $155,509-27.8% | $74,495+50.8% |
| Participation rate | 98.8% | 61.9%+36.9pp | 78.2%+20.6pp | 67.2%+31.6pp |
| Annual return | 12.88% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $6,100 | $2,267+169.1% | $4,672+30.5% | $2,623+132.5% |
| Participant deferral / active EE | $4,666 | $2,836+64.5% | $5,626-17.1% | $4,346+7.4% |
| Admin fee / account holder | $213 | $1,738-87.7% | $15,912-98.7% | $1,942-89.0% |