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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,078 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $62,074 |
BKD, LLP7+ years Filed as: DIXON HUGHS GOODMAN, LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $12,300 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $539,017 | $104,317+416.7% | $159,436+238.1% | $86,799+521.0% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.8%+15.2pp | 72.3%+25.7pp |
| Annual return | 14.91% | 26.32%-11.4pp | 263.57%-248.7pp | 97.91%-83.0pp |
| Employer contribution / active EE | $14,235 | $3,451+312.5% | $4,829+194.8% | $2,405+491.8% |
| Participant deferral / active EE | $12,697 | $6,837+85.7% | $7,352+72.7% | $4,131+207.4% |
| Admin fee / account holder | $277 | $172+60.9% | $10,799-97.4% | $170+63.4% |