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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $396,626 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $94,825 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $45,975 |
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 | $187,698 | $244,991-23.4% | $106,213+76.7% | $106,382+76.4% |
| Participation rate | 99.0% | 88.4%+10.6pp | 75.3%+23.7pp | 69.9%+29.1pp |
| Annual return | 7.72% | 13.48%-5.8pp | 116.14%-108.4pp | 17.37%-9.7pp |
| Employer contribution / active EE | $6,612 | $8,816-25.0% | $3,171+108.5% | $3,364+96.6% |
| Participant deferral / active EE | $17,093 | $11,442+49.4% | $5,016+240.8% | $5,569+206.9% |
| Admin fee / account holder | $39 | $88-55.3% | $11,033-99.6% | $79-50.4% |