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 Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $62,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,201 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,840 |
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 | $134,314 | $104,919+28.0% | $116,228+15.6% | $85,563+57.0% |
| Participation rate | 92.6% | 78.6%+14.0pp | 74.6%+18.1pp | 66.0%+26.7pp |
| Annual return | 13.06% | 15.38%-2.3pp | 90.06%-77.0pp | 31.51%-18.5pp |
| Employer contribution / active EE | $2,877 | $3,485-17.5% | $2,994-3.9% | $2,654+8.4% |
| Participant deferral / active EE | $7,422 | $5,306+39.9% | $4,953+49.9% | $4,375+69.6% |
| Admin fee / account holder | $212 | $429-50.5% | $11,989-98.2% | $834-74.6% |