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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,308 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,353 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,773 | $60,488-1.2% | $109,895-45.6% | $79,386-24.7% |
| Participation rate | 91.5% | 67.0%+24.5pp | 74.2%+17.3pp | 70.7%+20.8pp |
| Annual return | 14.74% | 189.57%-174.8pp | 29.45%-14.7pp | 116.85%-102.1pp |
| Employer contribution / active EE | $784 | $1,649-52.4% | $2,842-72.4% | $2,427-67.7% |
| Participant deferral / active EE | $3,218 | $3,220-0.1% | $4,048-20.5% | $4,046-20.5% |
| Admin fee / account holder | $265 | $605-56.1% | $6,066-95.6% | $626-57.6% |