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 LLC6 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $68,843 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,705 |
CLIFTONLARSONALLEN LLP5 years Service code 10 220 S 6TH ST · MINNEAPOLIS, MN 55402 | Accounting | $11,910 |
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 | $76,758 | $48,750+57.5% | $88,946-13.7% | $74,304+3.3% |
| Participation rate | 93.8% | 44.5%+49.4pp | 68.8%+25.0pp | 60.3%+33.5pp |
| Annual return | -19.12% | 25.91%-45.0pp | 57.82%-76.9pp | 29.43%-48.5pp |
| Employer contribution / active EE | $559 | $1,255-55.5% | $2,555-78.1% | $2,241-75.1% |
| Participant deferral / active EE | $2,677 | $2,423+10.5% | $4,581-41.6% | $3,767-28.9% |
| Admin fee / account holder | $681 | $3,756-81.9% | $8,261-91.8% | $2,969-77.1% |