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 LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,907 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,738 |
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 | $43,978 | $44,642-1.5% | $91,220-51.8% | $66,914-34.3% |
| Participation rate | 91.8% | 64.9%+26.9pp | 73.2%+18.6pp | 69.8%+22.0pp |
| Annual return | -19.58% | -12.29%-7.3pp | 114.01%-133.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $846 | $1,706-50.4% | $2,850-70.3% | $2,544-66.8% |
| Participant deferral / active EE | $3,366 | $3,349+0.5% | $4,234-20.5% | $4,237-20.6% |
| Admin fee / account holder | $226 | $521-56.7% | $5,420-95.8% | $593-62.0% |