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 LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 54 · EIN 26-0058143 | Sales Loads | $77,062 |
WATKINS ROSS8+ years Filed as: WATKINS, ROSS & CO Service code 59 · EIN 38-1477362 | Shareholder Servicing | $4,632 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,924 | $34,677+196.8% | $77,024+33.6% | $64,808+58.8% |
| Participation rate | 100.0% | 49.8%+50.2pp | 67.9%+32.1pp | 71.5%+28.5pp |
| Annual return | -18.85% | -5.33%-13.5pp | 42.32%-61.2pp | 32.82%-51.7pp |
| Employer contribution / active EE | $3,056 | $1,370+123.0% | $2,812+8.7% | $2,506+21.9% |
| Participant deferral / active EE | $6,426 | $2,556+151.4% | $4,426+45.2% | $4,310+49.1% |
| Admin fee / account holder | $116 | $179-35.3% | $5,425-97.9% | $188-38.5% |