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 LLC5 years Filed as: CAPTRUST Service code 16 PO BOX 600071 · RALEIGH, NC 276756071 | Consulting | $34,532 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,660 | $55,415+27.5% | $155,509-54.6% | $74,495-5.1% |
| Participation rate | 36.7% | 61.9%-25.2pp | 78.2%-41.5pp | 67.2%-30.5pp |
| Annual return | 13.02% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,015 | $2,267-55.2% | $4,672-78.3% | $2,623-61.3% |
| Participant deferral / active EE | $2,346 | $2,836-17.3% | $5,626-58.3% | $4,346-46.0% |
| Admin fee / account holder | $422 | $1,738-75.7% | $15,912-97.3% | $1,942-78.3% |