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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $65,224 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,691 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,269 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $42 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,494 | $136,307-20.4% | $177,821-39.0% | $73,488+47.6% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.7%+10.2pp | 70.7%+27.3pp |
| Annual return | 15.84% | 18.68%-2.8pp | 48.32%-32.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $3,860 | $3,712+4.0% | $5,918-34.8% | $2,270+70.0% |
| Participant deferral / active EE | $7,108 | $5,829+22.0% | $7,714-7.9% | $3,740+90.1% |
| Admin fee / account holder | $418 | $596-29.9% | $12,427-96.6% | $513-18.6% |