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) | $46,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,973 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $148,633 | $100,801+47.5% | $149,696-0.7% | $73,409+102.5% |
| Participation rate | 94.9% | 77.7%+17.2pp | 82.5%+12.4pp | 72.2%+22.7pp |
| Annual return | 21.83% | 265.34%-243.5pp | 276.60%-254.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $8,804 | $6,404+37.5% | $6,842+28.7% | $3,805+131.4% |
| Admin fee / account holder | -$34 | $181-118.9% | $9,309-100.4% | $158-121.7% |