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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $41,752 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$73,501 |
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 | $226,098 | $88,890+154.4% | $102,423+120.7% | $77,643+191.2% |
| Participation rate | 90.2% | 80.9%+9.3pp | 76.5%+13.7pp | 70.6%+19.6pp |
| Annual return | 15.72% | 24.98%-9.3pp | 29.32%-13.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,739 | $2,698+38.6% | $3,023+23.7% | $2,726+37.2% |
| Participant deferral / active EE | $15,303 | $5,145+197.4% | $5,053+202.9% | $4,647+229.3% |
| Admin fee / account holder | $106 | $235-54.8% | $9,451-98.9% | $430-75.3% |