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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $49,557 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,384 |
AMERICAN FUNDS1 year Filed as: ADVANCE BEVERAGE COMPANY, INC. Service code 99 PO BOX 9517 · BAKERSFIELD, CA 93389 | Other Fees | $7,287 |
Participant 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.)
Annual investment return 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 | $119,412 | $82,978+43.9% | $129,995-8.1% | $71,457+67.1% |
| Participation rate | 70.9% | 74.1%-3.1pp | 78.5%-7.5pp | 67.9%+3.0pp |
| Annual return | 11.18% | 20.60%-9.4pp | -137.18%+148.4pp | 28.85%-17.7pp |
| Employer contribution / active EE | $1,974 | $2,622-24.7% | $4,320-54.3% | $2,588-23.7% |
| Participant deferral / active EE | $1,909 | $4,432-56.9% | $5,820-67.2% | $4,289-55.5% |
| Admin fee / account holder | $721 | $1,729-58.3% | $10,614-93.2% | $1,587-54.6% |