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 |
|---|---|---|
Service code 10 · EIN 13-4008324 | Accounting | $49,000 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $41,088 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,285 | $62,723+102.9% | $142,863-10.9% | $86,799+46.6% |
| Participation rate | 57.6% | 62.6%-4.9pp | 71.9%-14.3pp | 72.3%-14.7pp |
| Annual return | 17.03% | 17.62%-0.6pp | 5637.54%-5620.5pp | 97.91%-80.9pp |
| Employer contribution / active EE | $849 | $1,627-47.8% | $4,144-79.5% | $2,405-64.7% |
| Participant deferral / active EE | $4,898 | $3,039+61.2% | $3,837+27.6% | $4,131+18.6% |
| Admin fee / account holder | $162 | $140+15.8% | $6,560-97.5% | $170-4.7% |