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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $4,245 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES, INC Service code 13 1545 RIVER PARK DR., STE 325 · SACRAMENTO, CA 958154620 | Contract Administrator | $1,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,555 | $58,320+14.1% | $86,436-23.0% | $66,914-0.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 80.3%+5.4pp | 69.8%+15.9pp |
| Annual return | -16.31% | -9.71%-6.6pp | 4394.89%-4411.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,654 | $2,615-36.8% | $3,769-56.1% | $2,544-35.0% |
| Participant deferral / active EE | $5,445 | $6,899-21.1% | $6,952-21.7% | $4,237+28.5% |
| Admin fee / account holder | $347 | $546-36.4% | $6,731-94.8% | $593-41.5% |