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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $30,420 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,603 | $54,121+106.2% | $134,143-16.8% | $73,409+52.0% |
| Participation rate | 47.5% | 64.4%-16.9pp | 72.2%-24.7pp | 72.2%-24.7pp |
| Annual return | 27.13% | -312.52%+339.7pp | 36.33%-9.2pp | 59.29%-32.2pp |
| Employer contribution / active EE | $723 | $1,402-48.4% | $3,704-80.5% | $2,234-67.6% |
| Participant deferral / active EE | $3,884 | $2,844+36.6% | $3,499+11.0% | $3,805+2.1% |
| Admin fee / account holder | $60 | $132-54.4% | $6,684-99.1% | $158-61.8% |