Filed March 24, 2022
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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,007 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,976 |
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 | $127,668 | $44,960+184.0% | $84,966+50.3% | $74,495+71.4% |
| Participation rate | 85.6% | 49.4%+36.3pp | 67.5%+18.1pp | 67.2%+18.4pp |
| Annual return | 14.58% | 26.24%-11.7pp | 66.38%-51.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,397 | $1,457+201.7% | $2,727+61.2% | $2,623+67.6% |
| Participant deferral / active EE | $9,630 | $2,731+252.6% | $4,519+113.1% | $4,346+121.6% |
| Admin fee / account holder | $377 | $2,209-82.9% | $6,149-93.9% | $1,942-80.6% |