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 55 655 WEST BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Other Commissions | $21,021 |
Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $10,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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 | $60,102 | $85,135-29.4% | $98,907-39.2% | $73,409-18.1% |
| Participation rate | 90.1% | 81.1%+8.9pp | 76.0%+14.0pp | 72.2%+17.9pp |
| Annual return | 16.64% | 19.14%-2.5pp | 196.43%-179.8pp | 59.29%-42.7pp |
| Employer contribution / active EE | $2,008 | $2,721-26.2% | $2,689-25.3% | $2,234-10.1% |
| Participant deferral / active EE | $2,567 | $4,349-41.0% | $4,244-39.5% | $3,805-32.5% |
| Admin fee / account holder | $5 | $139-96.3% | $6,642-99.9% | $158-96.7% |