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 LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $87,594 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,224 |
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 | $129,011 | $54,193+138.1% | $93,606+37.8% | $77,643+66.2% |
| Participation rate | 84.2% | 63.9%+20.3pp | 68.7%+15.5pp | 70.6%+13.7pp |
| Annual return | 13.27% | 30.54%-17.3pp | 133.20%-119.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,308 | $1,168+183.2% | $2,420+36.7% | $2,726+21.4% |
| Participant deferral / active EE | $6,830 | $3,144+117.3% | $4,411+54.8% | $4,647+47.0% |
| Admin fee / account holder | $452 | $576-21.5% | $8,285-94.5% | $430+4.9% |