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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,717 | $101,317-27.2% | $146,958-49.8% | $74,495-1.0% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 17.41% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $4,801 | $3,810+26.0% | $4,933-2.7% | $2,623+83.0% |
| Participant deferral / active EE | $13,009 | $7,303+78.1% | $8,070+61.2% | $4,346+199.3% |
| Admin fee / account holder | $266 | $1,739-84.7% | $12,998-98.0% | $1,942-86.3% |