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 Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,436 |
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 | $138,365 | $101,499+36.3% | $147,005-5.9% | $74,546+85.6% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.8pp |
| Annual return | 11.49% | 8732.34%-8720.9pp | 418.76%-407.3pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $8,204 | $3,811+115.3% | $4,934+66.3% | $2,624+212.6% |
| Participant deferral / active EE | $7,715 | $7,304+5.6% | $8,070-4.4% | $4,347+77.5% |
| Admin fee / account holder | $34 | $1,748-98.1% | $13,006-99.7% | $1,944-98.3% |