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 LLC9 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,472 |
Service code 37 · EIN 04-2647786 | Loan Processing | $71,207 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,270 | $117,025+8.8% | $91,541+39.0% | $85,563+48.7% |
| Participation rate | 99.8% | 64.2%+35.6pp | 69.8%+30.0pp | 66.0%+33.8pp |
| Annual return | 17.00% | 18.02%-1.0pp | 20.50%-3.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $6,920 | $2,120+226.4% | $2,505+176.3% | $2,654+160.8% |
| Participant deferral / active EE | $8,252 | $3,446+139.5% | $4,008+105.9% | $4,375+88.6% |
| Admin fee / account holder | $243 | $1,242-80.4% | $6,956-96.5% | $834-70.8% |