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 60 · EIN 04-2647786 | Sub-TA Fees | $31,006 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,416 |
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 | $61,396 | $55,214+11.2% | $104,607-41.3% | $73,488-16.5% |
| Participation rate | 92.6% | 67.8%+24.7pp | 74.1%+18.5pp | 70.7%+21.9pp |
| Annual return | 15.66% | 24.79%-9.1pp | 340.46%-324.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,088 | $1,468-25.9% | $2,681-59.4% | $2,270-52.1% |
| Participant deferral / active EE | $3,350 | $2,925+14.6% | $3,740-10.4% | $3,740-10.4% |
| Admin fee / account holder | $283 | $424-33.2% | $6,473-95.6% | $513-44.8% |