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 · EIN 26-0058143 | Advisory (Plan) | $25,318 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,945 |
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 | $67,242 | $52,953+27.0% | $172,739-61.1% | $65,185+3.2% |
| Participation rate | 70.2% | 66.2%+4.0pp | 82.6%-12.4pp | 70.2%0pp |
| Annual return | 21.85% | 30.12%-8.3pp | 802.84%-781.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $520 | $2,190-76.3% | $5,143-89.9% | $2,177-76.1% |
| Participant deferral / active EE | $4,719 | $2,471+91.0% | $5,198-9.2% | $3,514+34.3% |
| Admin fee / account holder | $230 | $472-51.2% | $13,954-98.3% | $847-72.8% |