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 | $35,734 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $25,323 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $2,281 |
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 | $93,394 | $63,346+47.4% | $92,233+1.3% | $70,131+33.2% |
| Participation rate | 85.9% | 68.7%+17.2pp | 76.5%+9.4pp | 69.5%+16.4pp |
| Annual return | 17.25% | 530.12%-512.9pp | 176.28%-159.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,151 | $2,471-13.0% | $3,679-41.5% | $2,342-8.2% |
| Participant deferral / active EE | $3,616 | $2,854+26.7% | $3,897-7.2% | $3,332+8.5% |
| Admin fee / account holder | $422 | $3,840-89.0% | $5,194-91.9% | $4,645-90.9% |