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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $76,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,656 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,990 | $53,165+93.7% | $86,188+19.5% | $74,419+38.4% |
| Participation rate | 81.7% | 64.9%+16.9pp | 69.0%+12.8pp | 70.7%+11.0pp |
| Annual return | 17.79% | 22.64%-4.9pp | 1168.45%-1150.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $3,429 | $1,210+183.4% | $2,380+44.1% | $2,637+30.0% |
| Participant deferral / active EE | $6,901 | $3,234+113.3% | $3,985+73.1% | $4,528+52.4% |
| Admin fee / account holder | $353 | $551-36.0% | $6,852-94.8% | $348+1.5% |