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 | $41,123 |
FORTRESS PRIVATE LEDGER LLC3 years Service code 27 · EIN 82-3399190 | Advisory (Plan) | $10,068 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,500 |
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 | $54,542 | $99,957-45.4% | $149,696-63.6% | $73,488-25.8% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 18.16% | 53.87%-35.7pp | 276.60%-258.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,833 | $3,191+20.1% | $4,644-17.5% | $2,270+68.8% |
| Participant deferral / active EE | $8,923 | $6,073+46.9% | $6,842+30.4% | $3,740+138.6% |
| Admin fee / account holder | $268 | $551-51.3% | $9,309-97.1% | $513-47.7% |