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 DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $27,594 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,549 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,775 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Employer contribution per participant 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 | $34,202 | $48,166-29.0% | $96,562-64.6% | $93,030-63.2% |
| Participation rate | 89.7% | 65.1%+24.6pp | 69.8%+19.9pp | 73.9%+15.8pp |
| Annual return | 13.90% | 21.31%-7.4pp | 37.78%-23.9pp | 158.70%-144.8pp |
| Employer contribution / active EE | $0 | $1,070-100.0% | $2,356-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,889 | $2,576+51.0% | $3,849+1.0% | $4,562-14.8% |
| Admin fee / account holder | $23 | $110-79.3% | $6,181-99.6% | $152-84.9% |