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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,091 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $10,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,583 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,145 | $125,758+96.5% | $169,993+45.4% | $75,163+228.8% |
| Participation rate | 74.0% | 83.6%-9.6pp | 87.0%-13.0pp | 67.2%+6.8pp |
| Annual return | 26.36% | 27.20%-0.8pp | 53.37%-27.0pp | 160.62%-134.3pp |
| Employer contribution / active EE | $2,871 | $4,615-37.8% | $6,785-57.7% | $2,670+7.5% |
| Participant deferral / active EE | $9,309 | $6,837+36.1% | $10,408-10.6% | $4,125+125.7% |
| Admin fee / account holder | -$136 | $8,173-101.7% | $12,815-101.1% | $5,651-102.4% |