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 9-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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,806 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,944 | $59,186+170.2% | $76,768+108.3% | $56,287+184.2% |
| Participation rate | 93.4% | 75.2%+18.2pp | 77.0%+16.4pp | 69.9%+23.5pp |
| Annual return | -9.58% | 6.62%-16.2pp | 2.43%-12.0pp | -9.96%+0.4pp |
| Employer contribution / active EE | $1,053 | $1,759-40.1% | $2,485-57.6% | $2,111-50.1% |
| Participant deferral / active EE | $2,199 | $3,255-32.4% | $3,852-42.9% | $3,350-34.4% |
| Admin fee / account holder | $50 | $489-89.7% | $6,675-99.2% | $521-90.3% |