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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $52,939 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,512 |
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 | $87,059 | $54,573+59.5% | $90,951-4.3% | $73,488+18.5% |
| Participation rate | 85.6% | 61.2%+24.4pp | 69.0%+16.6pp | 70.7%+14.9pp |
| Annual return | 15.72% | 16.69%-1.0pp | 134.60%-118.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,749 | $991+177.3% | $2,122+29.5% | $2,270+21.1% |
| Participant deferral / active EE | $5,196 | $2,517+106.5% | $3,373+54.1% | $3,740+39.0% |
| Admin fee / account holder | $372 | $521-28.6% | $5,959-93.7% | $513-27.4% |