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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,318 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,251 | $72,254+116.3% | $86,677+80.3% | $64,808+141.1% |
| Participation rate | 95.5% | 80.4%+15.1pp | 76.6%+18.9pp | 71.5%+24.0pp |
| Annual return | -16.99% | 392.42%-409.4pp | 35.91%-52.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $4,773 | $2,393+99.5% | $2,836+68.3% | $2,506+90.5% |
| Participant deferral / active EE | $8,063 | $4,658+73.1% | $4,656+73.2% | $4,310+87.1% |
| Admin fee / account holder | $182 | $174+4.7% | $7,493-97.6% | $188-3.1% |