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 LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,271 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,716 |
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 | $83,238 | $58,879+41.4% | $178,490-53.4% | $73,488+13.3% |
| Participation rate | 70.3% | 66.2%+4.1pp | 81.9%-11.6pp | 70.7%-0.4pp |
| Annual return | 12.09% | 24.86%-12.8pp | 151.07%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $345 | $2,236-84.6% | $5,011-93.1% | $2,270-84.8% |
| Participant deferral / active EE | $5,104 | $2,567+98.8% | $5,202-1.9% | $3,740+36.5% |
| Admin fee / account holder | $233 | $400-41.8% | $13,984-98.3% | $513-54.6% |