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 LLC5 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $105,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,869 |
CONCANNON, MILLER & CO P.C.6+ years Service code 10 1525 VALLEY CENTER PARKWAY · BETHLEHEM, PA 18017 | Accounting | $17,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,878 | $127,481-52.2% | $149,696-59.3% | $90,288-32.6% |
| Participation rate | 82.6% | 78.2%+4.3pp | 82.5%+0.1pp | 73.4%+9.2pp |
| Annual return | 17.48% | 57.78%-40.3pp | 276.60%-259.1pp | 53.97%-36.5pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,379 | $6,975-22.9% | $6,842-21.4% | $4,232+27.1% |
| Admin fee / account holder | $69 | $152-54.6% | $9,309-99.3% | $114-39.6% |