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) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,989 | $91,407-40.9% | $135,903-60.3% | $71,457-24.4% |
| Participation rate | 93.7% | 75.7%+18.0pp | 81.9%+11.8pp | 67.9%+25.8pp |
| Annual return | 20.16% | 29.90%-9.7pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $3,948 | $3,703+6.6% | $4,856-18.7% | $2,588+52.6% |
| Participant deferral / active EE | $9,743 | $7,092+37.4% | $7,758+25.6% | $4,289+127.2% |
| Admin fee / account holder | $214 | $1,266-83.1% | $10,762-98.0% | $1,587-86.5% |