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 LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $42,635 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,985 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,978 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 99 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Fees | $0 |
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 | $128,077 | $47,126+171.8% | $149,673-14.4% | $74,419+72.1% |
| Participation rate | 57.9% | 63.4%-5.5pp | 78.8%-20.8pp | 70.7%-12.8pp |
| Annual return | 21.03% | 22.75%-1.7pp | 134.42%-113.4pp | 34.38%-13.3pp |
| Employer contribution / active EE | $4,303 | $1,905+125.8% | $4,818-10.7% | $2,637+63.2% |
| Participant deferral / active EE | $8,913 | $2,728+226.7% | $5,680+56.9% | $4,528+96.8% |
| Admin fee / account holder | $361 | $343+5.2% | $13,210-97.3% | $348+3.7% |