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 LLC10+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,624 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$26,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,326 | $69,763+96.8% | $67,502+103.4% | $74,495+84.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 13.41% | -40.34%+53.7pp | 3512.12%-3498.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,630 | $2,704+34.2% | $2,731+32.9% | $2,623+38.4% |
| Participant deferral / active EE | $10,325 | $3,636+184.0% | $4,000+158.1% | $4,346+137.6% |
| Admin fee / account holder | -$45 | $896-105.0% | $3,998-101.1% | $1,942-102.3% |