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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $175,891 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $100,668 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,395 | $78,781+14.7% | $100,516-10.1% | $73,409+23.1% |
| Participation rate | 98.8% | 80.0%+18.8pp | 79.4%+19.4pp | 72.2%+26.7pp |
| Annual return | 19.01% | 31.69%-12.7pp | 30.89%-11.9pp | 59.29%-40.3pp |
| Employer contribution / active EE | $3,818 | $2,420+57.8% | $3,418+11.7% | $2,234+70.9% |
| Participant deferral / active EE | $9,954 | $6,537+52.3% | $6,270+58.8% | $3,805+161.6% |
| Admin fee / account holder | $255 | $145+75.7% | $8,081-96.8% | $158+61.7% |