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 LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $49,962 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,788 |
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 | $52,432 | $155,795-66.3% | $136,294-61.5% | $69,631-24.7% |
| Participation rate | 85.2% | 75.2%+9.9pp | 81.9%+3.3pp | 70.7%+14.5pp |
| Annual return | 22.25% | 232464.33%-232442.1pp | 5155.94%-5133.7pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,390 | $5,394-18.6% | $6,247-29.7% | $3,224+36.2% |
| Admin fee / account holder | $120 | $128-6.7% | $9,243-98.7% | $110+8.4% |