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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $103,586 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,448 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL SECURITIES, LLC Service code 27 | Advisory (Plan) | $69,448 |
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 | $31,896 | $74,347-57.1% | $93,606-65.9% | $67,579-52.8% |
| Participation rate | 86.3% | 80.6%+5.7pp | 75.8%+10.5pp | 71.3%+15.0pp |
| Annual return | 20.87% | 28.07%-7.2pp | 32.76%-11.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,468 | $2,583-4.4% | $2,718-9.2% | $2,148+14.9% |
| Participant deferral / active EE | $2,374 | $4,060-41.5% | $4,069-41.7% | $3,539-32.9% |
| Admin fee / account holder | $139 | $123+13.7% | $7,888-98.2% | $142-2.0% |