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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,221 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$401,264 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,003 | $72,254+154.7% | $86,677+112.3% | $64,808+183.9% |
| Participation rate | 91.6% | 80.4%+11.1pp | 76.6%+15.0pp | 71.5%+20.1pp |
| Annual return | -17.72% | 392.42%-410.1pp | 35.91%-53.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,946 | $2,393+64.9% | $2,836+39.1% | $2,506+57.5% |
| Participant deferral / active EE | $13,726 | $4,658+194.7% | $4,656+194.8% | $4,310+218.4% |
| Admin fee / account holder | -$172 | $174-198.8% | $7,493-102.3% | $188-191.5% |