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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $54,759 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,822 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,005 | $92,055-48.9% | $106,213-55.7% | $77,643-39.5% |
| Participation rate | 78.3% | 81.0%-2.8pp | 75.3%+3.0pp | 70.6%+7.7pp |
| Annual return | 16.72% | 17.91%-1.2pp | 116.14%-99.4pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,285 | $3,367-61.8% | $3,171-59.5% | $2,726-52.9% |
| Participant deferral / active EE | $2,895 | $5,386-46.2% | $5,016-42.3% | $4,647-37.7% |
| Admin fee / account holder | $133 | $219-39.3% | $11,033-98.8% | $430-69.1% |