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 Service code 28 4208 SIX FORKS RD · RALEIGH, NC 276092983 | Investment Management | $41,326 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,074 | $91,407+190.0% | $135,903+95.0% | $71,457+271.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 5.77% | 29.90%-24.1pp | 68.23%-62.5pp | 28.85%-23.1pp |
| Employer contribution / active EE | $23,394 | $3,703+531.7% | $4,856+381.8% | $2,588+804.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $177 | $1,266-86.0% | $10,762-98.4% | $1,587-88.9% |