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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 10 · EIN 26-0058143 | Accounting | $42,240 |
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $35,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,492 | $86,286+186.8% | $111,297+122.4% | $85,850+188.3% |
| Participation rate | 87.1% | 73.3%+13.8pp | 77.3%+9.8pp | 69.3%+17.8pp |
| Annual return | 15.67% | 19.99%-4.3pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $829 | $2,043-59.4% | $2,731-69.6% | $2,565-67.7% |
| Participant deferral / active EE | $6,276 | $3,641+72.4% | $4,487+39.9% | $3,952+58.8% |
| Admin fee / account holder | $854 | $8,188-89.6% | $7,964-89.3% | $6,260-86.4% |