Filed November 18, 2022
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 27 · EIN 26-0058143 | Advisory (Plan) | $30,624 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,572 |
Service code 37 · EIN 04-2647786 | Loan Processing | $565 |
Annual investment return 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 | $143,219 | $79,428+80.3% | $106,548+34.4% | $79,386+80.4% |
| Participation rate | 92.5% | 74.1%+18.4pp | 76.1%+16.4pp | 70.7%+21.8pp |
| Annual return | 11.65% | 18.27%-6.6pp | 26.80%-15.2pp | 116.85%-105.2pp |
| Employer contribution / active EE | $4,696 | $2,234+110.2% | $2,819+66.6% | $2,427+93.5% |
| Participant deferral / active EE | $3,191 | $3,823-16.5% | $4,398-27.5% | $4,046-21.1% |
| Admin fee / account holder | $290 | $523-44.6% | $7,407-96.1% | $626-53.7% |