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 LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 54 · EIN 26-0058143 | Sales Loads | $109,996 |
WATKINS ROSS7+ years Filed as: WATKINS, ROSS & CO Service code 59 · EIN 38-1477362 | Shareholder Servicing | $4,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,972 | $41,647+219.3% | $96,139+38.3% | $86,799+53.2% |
| Participation rate | 100.0% | 50.2%+49.8pp | 68.4%+31.6pp | 72.3%+27.7pp |
| Annual return | 15.20% | 27.24%-12.0pp | 191.94%-176.7pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,966 | $1,318+125.1% | $2,797+6.0% | $2,405+23.3% |
| Participant deferral / active EE | $6,384 | $2,412+164.6% | $4,349+46.8% | $4,131+54.5% |
| Admin fee / account holder | $179 | $169+5.5% | $5,537-96.8% | $170+5.4% |