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 LLC8 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,670 |
Filed as: BERGAN KDV Service code 10 · EIN 41-1431613 | Accounting | $7,000 |
QUALIFIED PLANS, LLC10+ years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 49 | Other Services | $5,467 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $4,058 |
QUALIFIED PLAN CONSULTANS7 years Service code 49 · EIN 20-0223513 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,253 | $31,741+45.7% | $56,411-18.0% | $199,593-76.8% |
| Participation rate | 22.1% | 32.3%-10.3pp | 52.5%-30.4pp | 72.0%-49.9pp |
| Annual return | 12.01% | 14.72%-2.7pp | 1701.33%-1689.3pp | 34.25%-22.2pp |
| Employer contribution / active EE | $159 | $508-68.8% | $1,039-84.7% | $3,034-94.8% |
| Participant deferral / active EE | $825 | $1,184-30.3% | $1,952-57.7% | $5,087-83.8% |
| Admin fee / account holder | $12 | $426-97.3% | $2,829-99.6% | $269-95.7% |