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 LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $81,955 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,849 |
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 | $139,038 | $129,021+7.8% | $184,203-24.5% | $77,643+79.1% |
| Participation rate | 98.2% | 87.3%+10.8pp | 86.8%+11.3pp | 70.6%+27.6pp |
| Annual return | 20.04% | 33.27%-13.2pp | 28.81%-8.8pp | 31.24%-11.2pp |
| Employer contribution / active EE | $5,230 | $4,413+18.5% | $6,427-18.6% | $2,726+91.9% |
| Participant deferral / active EE | $9,234 | $7,297+26.5% | $9,131+1.1% | $4,647+98.7% |
| Admin fee / account holder | $448 | $254+76.4% | $13,901-96.8% | $430+4.1% |