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 Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $67,359 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,122 |
CLIFTONLARSONALLEN LLP1 year Service code 10 220 S 6TH ST., SUITE 300 · MINNEAPOLIS, MN 55402 | Accounting | $12,236 |
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 | $51,457 | $79,694-35.4% | $96,139-46.5% | $79,386-35.2% |
| Participation rate | 80.2% | 54.0%+26.2pp | 68.4%+11.8pp | 70.7%+9.5pp |
| Annual return | 22.82% | 40.84%-18.0pp | 191.94%-169.1pp | 116.85%-94.0pp |
| Employer contribution / active EE | $464 | $1,443-67.8% | $2,797-83.4% | $2,427-80.9% |
| Participant deferral / active EE | $2,122 | $2,539-16.4% | $4,349-51.2% | $4,046-47.5% |
| Admin fee / account holder | $364 | $630-42.2% | $5,537-93.4% | $626-41.9% |