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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,771 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $0 |
Filed as: PRUDENTIAL TRUST CO. Service code 52 · EIN 23-6994310 | Indirect Investment Fees | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,248 | $59,159+216.5% | $159,960+17.1% | $66,914+179.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -17.14% | -12.26%-4.9pp | 408.60%-425.7pp | 1.58%-18.7pp |
| Employer contribution / active EE | $5,675 | $1,983+186.2% | $4,226+34.3% | $2,544+123.1% |
| Participant deferral / active EE | $15,922 | $4,395+262.3% | $6,182+157.5% | $4,237+275.8% |
| Admin fee / account holder | $144 | $591-75.6% | $8,698-98.3% | $593-75.7% |