Filed December 28, 2023 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $44,012 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,973 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,662 |
Service code 99 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Fees | -$7,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,704 | $111,491-25.8% | $189,513-56.4% | $86,799-4.7% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.8%+9.9pp | 72.3%+25.5pp |
| Annual return | 16.97% | 83.50%-66.5pp | 555.15%-538.2pp | 97.91%-80.9pp |
| Employer contribution / active EE | $2,491 | $3,951-37.0% | $6,162-59.6% | $2,405+3.6% |
| Participant deferral / active EE | $6,824 | $6,437+6.0% | $8,221-17.0% | $4,131+65.2% |
| Admin fee / account holder | $191 | $189+1.4% | $12,045-98.4% | $170+12.8% |