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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 10 · EIN 26-0058143 | Accounting | $52,460 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $32,687 |
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 | $176,619 | $71,883+145.7% | $86,677+103.8% | $68,494+157.9% |
| Participation rate | 87.3% | 72.2%+15.1pp | 76.6%+10.7pp | 67.9%+19.4pp |
| Annual return | -17.52% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $830 | $2,173-61.8% | $2,836-70.7% | $2,596-68.0% |
| Participant deferral / active EE | $6,176 | $3,779+63.5% | $4,656+32.7% | $4,027+53.4% |
| Admin fee / account holder | $946 | $6,112-84.5% | $7,493-87.4% | $5,403-82.5% |