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 LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,549 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,656 | $106,110+68.4% | $147,005+21.5% | $77,671+130.0% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 15.40% | 56.77%-41.4pp | 418.76%-403.4pp | 31.21%-15.8pp |
| Employer contribution / active EE | $5,112 | $4,065+25.8% | $4,934+3.6% | $2,726+87.5% |
| Participant deferral / active EE | $15,086 | $7,992+88.8% | $8,070+86.9% | $4,648+224.6% |
| Admin fee / account holder | $179 | $338-47.1% | $13,006-98.6% | $430-58.5% |