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 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $49,042 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,572 |
Filed as: A T ALLEN & COMPANY LLP Service code 10 2245 GATEWAY ACCESS PT STE 201 · RALEIGH, NC 27607 | Accounting | $9,459 |
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 | $72,806 | $49,138+48.2% | $84,015-13.3% | $65,185+11.7% |
| Participation rate | 86.7% | 60.7%+25.9pp | 69.0%+17.7pp | 70.2%+16.5pp |
| Annual return | 23.75% | 23.00%+0.7pp | 71.31%-47.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $2,614 | $914+186.0% | $1,983+31.8% | $2,177+20.1% |
| Participant deferral / active EE | $4,412 | $2,397+84.1% | $3,239+36.2% | $3,514+25.6% |
| Admin fee / account holder | $377 | $543-30.6% | $6,101-93.8% | $847-55.5% |