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 |
|---|---|---|
Filed as: CAPITOL RESEARCH AND MANAGEMENT COM Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,755 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,262 | $78,422-89.5% | $95,952-91.4% | $79,858-89.7% |
| Participation rate | 71.1% | 73.5%-2.4pp | 77.1%-6.0pp | 69.6%+1.4pp |
| Annual return | 11.40% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $156 | $1,945-92.0% | $2,541-93.8% | $2,471-93.7% |
| Participant deferral / active EE | $1,685 | $3,440-51.0% | $4,167-59.6% | $3,740-54.9% |
| Admin fee / account holder | $31 | $5,622-99.4% | $6,795-99.5% | $5,306-99.4% |