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 10-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 Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $102,767 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $98,937 |
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 | $69,217 | $75,388-8.2% | $123,544-44.0% | $55,725+24.2% |
| Participation rate | 88.2% | 75.7%+12.5pp | 82.3%+5.9pp | 70.9%+17.4pp |
| Annual return | -3.99% | 4.48%-8.5pp | 119.20%-123.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $4,341 | $3,063+41.7% | $4,628-6.2% | $2,078+108.9% |
| Participant deferral / active EE | $11,477 | $5,651+103.1% | $6,426+78.6% | $3,356+242.0% |
| Admin fee / account holder | $258 | $120+115.1% | $9,284-97.2% | $115+123.7% |