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 LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $77,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,752 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,095 | $86,897+23.2% | $151,611-29.4% | $64,808+65.3% |
| Participation rate | 94.2% | 87.3%+6.9pp | 87.5%+6.7pp | 71.5%+22.7pp |
| Annual return | -14.89% | -3.57%-11.3pp | 3.33%-18.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $4,025 | $4,010+0.4% | $6,166-34.7% | $2,506+60.6% |
| Participant deferral / active EE | $8,007 | $6,690+19.7% | $8,363-4.3% | $4,310+85.8% |
| Admin fee / account holder | $445 | $153+190.8% | $11,616-96.2% | $188+136.9% |