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 Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $71,747 |
Filed as: LARSON ALLEN LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $12,705 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,165 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,803 | $37,393+11.8% | $77,024-45.7% | $66,914-37.5% |
| Participation rate | 82.6% | 52.9%+29.7pp | 67.9%+14.7pp | 69.8%+12.8pp |
| Annual return | -22.62% | -3.29%-19.3pp | 42.32%-64.9pp | 1.58%-24.2pp |
| Employer contribution / active EE | $486 | $1,531-68.3% | $2,812-82.7% | $2,544-80.9% |
| Participant deferral / active EE | $2,273 | $2,617-13.1% | $4,426-48.6% | $4,237-46.3% |
| Admin fee / account holder | $404 | $567-28.6% | $5,425-92.5% | $593-31.8% |