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 LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,170 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,763 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,964 | $89,282+0.8% | $94,646-4.9% | $74,419+20.9% |
| Participation rate | 87.3% | 82.4%+4.9pp | 80.8%+6.5pp | 70.7%+16.5pp |
| Annual return | 23.61% | 25.96%-2.3pp | 156.71%-133.1pp | 34.38%-10.8pp |
| Employer contribution / active EE | $3,468 | $3,022+14.7% | $3,672-5.6% | $2,637+31.5% |
| Participant deferral / active EE | $12,948 | $8,425+53.7% | $7,418+74.6% | $4,528+186.0% |
| Admin fee / account holder | $33 | $219-84.7% | $7,231-99.5% | $348-90.4% |