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 |
|---|---|---|
Service code 15 · EIN 01-0233346 TBD · BOSTON, MA 22911 | Recordkeeping | $1,571 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $40,528 | $102,553-60.5% | $151,611-73.3% | $66,914-39.4% |
| Participation rate | 73.3% | 85.5%-12.2pp | 87.5%-14.2pp | 69.8%+3.5pp |
| Annual return | -10.73% | -10.82%+0.1pp | 3.33%-14.1pp | 1.58%-12.3pp |
| Employer contribution / active EE | $624 | $4,180-85.1% | $6,166-89.9% | $2,544-75.5% |
| Participant deferral / active EE | $2,674 | $6,641-59.7% | $8,363-68.0% | $4,237-36.9% |
| Admin fee / account holder | $343 | $630-45.5% | $11,616-97.0% | $593-42.1% |