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 |
|---|---|---|
WATKINS ROSS5+ years Filed as: WATKINS, ROSS & CO Service code 59 · EIN 38-1477362 | Shareholder Servicing | $63,583 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 54 · EIN 26-0058143 | Sales Loads | $24,869 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,984 | $40,522+164.0% | $84,611+26.4% | $67,579+58.3% |
| Participation rate | 100.0% | 51.1%+48.9pp | 68.2%+31.8pp | 71.3%+28.7pp |
| Annual return | 23.65% | 32.72%-9.1pp | 258.74%-235.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $2,677 | $1,146+133.6% | $2,652+1.0% | $2,148+24.7% |
| Participant deferral / active EE | $5,579 | $2,132+161.7% | $3,899+43.1% | $3,539+57.6% |
| Admin fee / account holder | $158 | $145+8.7% | $4,912-96.8% | $142+11.0% |