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 LLC3+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $70,560 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,480 |
WITHUMSMITH+BROWN, PC3+ years Filed as: THOMPSON BROWN AND COMPANY Service code 10 PO BOX 1186 · JACKSONVILLE, NC 285411186 | Accounting | $11,500 |
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 | $46,458 | $33,067+40.5% | $76,523-39.3% | $56,287-17.5% |
| Participation rate | 99.4% | 55.4%+44.0pp | 68.0%+31.4pp | 69.9%+29.6pp |
| Annual return | 9.93% | 2.72%+7.2pp | -0.27%+10.2pp | -9.96%+19.9pp |
| Employer contribution / active EE | $343 | $1,200-71.4% | $2,647-87.0% | $2,111-83.7% |
| Participant deferral / active EE | $1,938 | $2,240-13.5% | $3,835-49.5% | $3,350-42.1% |
| Admin fee / account holder | $390 | $537-27.4% | $4,848-92.0% | $521-25.2% |