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 8-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) | $49,413 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $24,796 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,632 | $91,407+74.6% | $135,903+17.5% | $71,457+123.4% |
| Participation rate | 94.8% | 75.7%+19.1pp | 81.9%+12.9pp | 67.9%+26.8pp |
| Annual return | 16.43% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $5,271 | $3,703+42.3% | $4,856+8.5% | $2,588+103.7% |
| Participant deferral / active EE | $12,745 | $7,092+79.7% | $7,758+64.3% | $4,289+197.2% |
| Admin fee / account holder | $267 | $1,266-78.9% | $10,762-97.5% | $1,587-83.2% |