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) | $30,099 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,581 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,797 | $59,402+147.1% | $93,654+56.7% | $74,546+96.9% |
| Participation rate | 81.7% | 59.7%+22.1pp | 68.7%+13.0pp | 67.2%+14.5pp |
| Annual return | 15.75% | 81.86%-66.1pp | 133.34%-117.6pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $1,565 | $1,265+23.8% | $2,421-35.3% | $2,624-40.3% |
| Participant deferral / active EE | $8,154 | $3,049+167.5% | $4,413+84.8% | $4,347+87.6% |
| Admin fee / account holder | $133 | $3,023-95.6% | $8,282-98.4% | $1,944-93.2% |