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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,715 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,407 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$52,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,190 | $119,446+66.8% | $150,045+32.8% | $85,563+132.8% |
| Participation rate | 98.0% | 75.4%+22.6pp | 82.3%+15.7pp | 66.0%+32.0pp |
| Annual return | 19.39% | 23.72%-4.3pp | 62.55%-43.2pp | 31.51%-12.1pp |
| Employer contribution / active EE | $5,227 | $4,078+28.2% | $4,693+11.4% | $2,654+97.0% |
| Participant deferral / active EE | $10,296 | $7,985+28.9% | $7,997+28.8% | $4,375+135.3% |
| Admin fee / account holder | $67 | $548-87.8% | $13,435-99.5% | $834-92.0% |