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 |
|---|---|---|
Service code 17 · EIN 82-3967259 | Pension Consulting | $32,456 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 54 · EIN 26-0058143 | Sales Loads | $19,892 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,040 | $40,385+239.3% | $80,569+70.1% | $74,419+84.1% |
| Participation rate | 89.5% | 47.4%+42.1pp | 67.0%+22.5pp | 70.7%+18.8pp |
| Annual return | 21.29% | 164.85%-143.6pp | 935.43%-914.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $3,161 | $1,496+111.3% | $2,723+16.1% | $2,637+19.9% |
| Participant deferral / active EE | $6,720 | $2,674+151.3% | $4,447+51.1% | $4,528+48.4% |
| Admin fee / account holder | $130 | $720-82.0% | $5,377-97.6% | $348-62.8% |