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 7-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 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $59,942 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,986 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $797 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $577 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,982 | $98,982-2.0% | $162,163-40.2% | $65,185+48.8% |
| Participation rate | 94.9% | 85.8%+9.1pp | 87.6%+7.3pp | 70.2%+24.7pp |
| Annual return | 23.47% | 24.84%-1.4pp | 115.59%-92.1pp | 29.38%-5.9pp |
| Employer contribution / active EE | $3,535 | $3,467+2.0% | $5,614-37.0% | $2,177+62.4% |
| Participant deferral / active EE | $6,474 | $5,384+20.2% | $7,298-11.3% | $3,514+84.3% |
| Admin fee / account holder | $422 | $596-29.2% | $10,843-96.1% | $847-50.2% |