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 Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $31,782 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,091 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,736 | $102,553-37.9% | $151,611-58.0% | $66,914-4.7% |
| Participation rate | 86.1% | 85.5%+0.6pp | 87.5%-1.4pp | 69.8%+16.3pp |
| Annual return | -12.91% | -10.82%-2.1pp | 3.33%-16.2pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,987 | $4,180-52.5% | $6,166-67.8% | $2,544-21.9% |
| Participant deferral / active EE | $3,707 | $6,641-44.2% | $8,363-55.7% | $4,237-12.5% |
| Admin fee / account holder | $383 | $630-39.2% | $11,616-96.7% | $593-35.5% |