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 LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,269 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $28,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,946 | $51,315+3.2% | $95,745-44.7% | $71,457-25.9% |
| Participation rate | 90.3% | 63.0%+27.2pp | 72.3%+18.0pp | 67.9%+22.3pp |
| Annual return | 19.95% | 25.26%-5.3pp | 28.35%-8.4pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,007 | $1,819-44.6% | $2,835-64.5% | $2,588-61.1% |
| Participant deferral / active EE | $3,798 | $3,358+13.1% | $4,245-10.5% | $4,289-11.5% |
| Admin fee / account holder | $220 | $1,137-80.6% | $5,678-96.1% | $1,587-86.1% |