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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $179,123 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $77,390 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,619 | $131,153-27.9% | $101,326-6.6% | $102,872-8.0% |
| Participation rate | 97.5% | 80.8%+16.8pp | 81.5%+16.1pp | 73.0%+24.5pp |
| Annual return | 23.12% | 23.05%+0.1pp | 36.82%-13.7pp | 19.06%+4.1pp |
| Employer contribution / active EE | $4,573 | $3,900+17.3% | $3,665+24.8% | $3,526+29.7% |
| Participant deferral / active EE | $10,754 | $10,801-0.4% | $7,994+34.5% | $5,535+94.3% |
| Admin fee / account holder | $115 | $140-17.8% | $11,185-99.0% | $292-60.7% |