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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,165 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $23,384 |
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 | $81,231 | $56,897+42.8% | $84,750-4.2% | $62,891+29.2% |
| Participation rate | 82.5% | 68.5%+14.0pp | 76.6%+5.9pp | 69.3%+13.2pp |
| Annual return | 5.27% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,969 | $2,400-18.0% | $3,574-44.9% | $2,281-13.7% |
| Participant deferral / active EE | $3,411 | $2,709+25.9% | $3,712-8.1% | $3,203+6.5% |
| Admin fee / account holder | $411 | $3,581-88.5% | $5,332-92.3% | $4,296-90.4% |