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 SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,256 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,344 | $75,183-1.1% | $123,892-40.0% | $55,167+34.8% |
| Participation rate | 94.6% | 72.8%+21.8pp | 81.4%+13.2pp | 69.0%+25.6pp |
| Annual return | 14.86% | 19.01%-4.2pp | 47.52%-32.7pp | 169.23%-154.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,820 | $5,084-5.2% | $5,984-19.5% | $3,054+57.8% |
| Admin fee / account holder | $42 | $663-93.7% | $8,357-99.5% | $504-91.7% |