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 Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $79,568 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,852 |
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 | $114,852 | $100,227+14.6% | $169,993-32.4% | $74,419+54.3% |
| Participation rate | 96.8% | 87.3%+9.5pp | 87.0%+9.8pp | 70.7%+26.1pp |
| Annual return | 16.59% | 66.08%-49.5pp | 53.37%-36.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $4,892 | $4,263+14.8% | $6,785-27.9% | $2,637+85.5% |
| Participant deferral / active EE | $9,264 | $7,143+29.7% | $10,408-11.0% | $4,528+104.6% |
| Admin fee / account holder | $411 | $234+75.2% | $12,815-96.8% | $348+18.1% |