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 8-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 | $178,165 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $107,000 |
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 | $80,849 | $114,195-29.2% | $106,548-24.1% | $93,030-13.1% |
| Participation rate | 95.8% | 86.4%+9.4pp | 76.1%+19.6pp | 73.9%+21.9pp |
| Annual return | 12.32% | 22.18%-9.9pp | 26.80%-14.5pp | 158.70%-146.4pp |
| Employer contribution / active EE | $1,941 | $4,009-51.6% | $2,819-31.2% | $2,706-28.3% |
| Participant deferral / active EE | $6,340 | $5,908+7.3% | $4,398+44.2% | $4,562+39.0% |
| Admin fee / account holder | $183 | $105+74.6% | $7,407-97.5% | $152+20.5% |