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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,426 |
ERNST & YOUNG LLP6+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $25,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,909 | $86,286+173.4% | $111,297+112.0% | $85,850+174.8% |
| Participation rate | 99.0% | 73.3%+25.6pp | 77.3%+21.6pp | 69.3%+29.6pp |
| Annual return | 13.03% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $11,866 | $2,043+480.8% | $2,731+334.5% | $2,565+362.6% |
| Participant deferral / active EE | $9,857 | $3,641+170.8% | $4,487+119.7% | $3,952+149.4% |
| Admin fee / account holder | $172 | $8,188-97.9% | $7,964-97.8% | $6,260-97.3% |