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) | $63,391 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,456 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON ALLEN LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $11,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,058 | $41,0780% | $80,569-49.0% | $71,457-42.5% |
| Participation rate | 75.5% | 50.2%+25.2pp | 67.0%+8.5pp | 67.9%+7.5pp |
| Annual return | 16.44% | 38.45%-22.0pp | 935.43%-919.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $420 | $1,506-72.1% | $2,723-84.6% | $2,588-83.8% |
| Participant deferral / active EE | $2,005 | $2,699-25.7% | $4,447-54.9% | $4,289-53.3% |
| Admin fee / account holder | $298 | $1,840-83.8% | $5,377-94.5% | $1,587-81.2% |