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 4-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 LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,408 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,078 |
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 | $68,303 | $64,612+5.7% | $86,436-21.0% | $64,808+5.4% |
| Participation rate | 86.5% | 81.5%+5.0pp | 80.3%+6.1pp | 71.5%+15.0pp |
| Annual return | -17.75% | 0.66%-18.4pp | 4394.89%-4412.6pp | 32.82%-50.6pp |
| Employer contribution / active EE | $3,220 | $2,744+17.3% | $3,769-14.5% | $2,506+28.5% |
| Participant deferral / active EE | $11,539 | $7,497+53.9% | $6,952+66.0% | $4,310+167.7% |
| Admin fee / account holder | $23 | $169-86.6% | $6,731-99.7% | $188-87.9% |