Filed February 12, 2018
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 37 · EIN 04-2647786 | Loan Processing | $133,933 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $115,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,990 | $56,102-41.2% | $101,794-67.6% | $102,872-67.9% |
| Participation rate | 75.1% | 70.4%+4.8pp | 69.2%+6.0pp | 73.0%+2.1pp |
| Annual return | 17.67% | 14.06%+3.6pp | 30.53%-12.9pp | 19.06%-1.4pp |
| Employer contribution / active EE | $874 | $1,380-36.6% | $2,289-61.8% | $3,526-75.2% |
| Participant deferral / active EE | $3,758 | $2,801+34.2% | $4,084-8.0% | $5,535-32.1% |
| Admin fee / account holder | $149 | $262-43.1% | $8,777-98.3% | $292-49.0% |