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 LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $35,000 |
EDELSTEIN & COMPANY, LLP2+ years Service code 99 · EIN 04-2442519 | Other Fees | $26,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,217 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,067 |
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 | $72,413 | $80,177-9.7% | $123,892-41.6% | $57,658+25.6% |
| Participation rate | 88.7% | 74.4%+14.3pp | 81.4%+7.3pp | 70.2%+18.5pp |
| Annual return | 8.78% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,690 | $2,913-7.6% | $4,617-41.7% | $1,974+36.3% |
| Participant deferral / active EE | $6,832 | $5,130+33.2% | $5,984+14.2% | $3,061+123.2% |
| Admin fee / account holder | $42 | $106-60.2% | $8,357-99.5% | $95-55.3% |