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 LLC9 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $153,831 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $64,252 |
CARR, RIGGS & INGRAM, LLC5 years Filed as: CARR, RIGGS, & INGRAM Service code 10 800 GREEN VALLEY RD STE 200 · GREENSBORO, NC 27404 | Accounting | $20,000 |
GILLIAM COBLE & MOSER LLP5 years Filed as: GILLIAM BELL MOSER LLP Service code 10 PO BOX 621 · BURLINGTON, NC 27216 | Accounting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,800 | $50,982+184.0% | $154,803-6.5% | $85,563+69.2% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 14.42% | 30.35%-15.9pp | 58.88%-44.5pp | 31.51%-17.1pp |
| Employer contribution / active EE | $7,851 | $1,708+359.6% | $4,305+82.3% | $2,654+195.9% |
| Participant deferral / active EE | $6,462 | $2,474+161.2% | $5,540+16.6% | $4,375+47.7% |
| Admin fee / account holder | $185 | $846-78.1% | $14,329-98.7% | $834-77.8% |