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 LLC2 years Service code 28 4208 SIX FORKS RD · RALEIGH, NC 276092983 | Investment Management | $41,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,437 | $84,487+176.3% | $125,339+86.2% | $66,914+248.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -0.25% | -8.39%+8.1pp | 572.05%-572.3pp | 1.58%-1.8pp |
| Employer contribution / active EE | $21,429 | $3,553+503.1% | $4,814+345.2% | $2,544+742.2% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $163 | $685-76.2% | $10,010-98.4% | $593-72.5% |