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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $31,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,232 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW STE 2100 · ATLANTA, GA 30363 | Accounting | $5,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,049 | $122,239-33.7% | $184,203-56.0% | $74,495+8.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.25% | 19.95%-9.7pp | 28.81%-18.6pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,198 | $4,537-51.6% | $6,427-65.8% | $2,623-16.2% |
| Participant deferral / active EE | $4,309 | $7,139-39.6% | $9,131-52.8% | $4,346-0.8% |
| Admin fee / account holder | $374 | $1,260-70.3% | $13,901-97.3% | $1,942-80.7% |