Filed February 28, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $62,784 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,896 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,403 | $88,890+119.8% | $102,423+90.8% | $77,643+151.7% |
| Participation rate | 81.0% | 80.9%+0.1pp | 76.5%+4.5pp | 70.6%+10.4pp |
| Annual return | 15.89% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $5,141 | $2,698+90.6% | $3,023+70.0% | $2,726+88.6% |
| Participant deferral / active EE | $10,269 | $5,145+99.6% | $5,053+103.2% | $4,647+121.0% |
| Admin fee / account holder | $60 | $235-74.6% | $9,451-99.4% | $430-86.1% |