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 LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $98,220 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,314 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $27,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$129,549 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,182 | $106,028+353.8% | $146,958+227.4% | $77,643+519.7% |
| Participation rate | 95.8% | 78.4%+17.5pp | 82.2%+13.7pp | 70.6%+25.3pp |
| Annual return | 15.20% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $13,586 | $4,063+234.4% | $4,933+175.4% | $2,726+398.4% |
| Participant deferral / active EE | $13,006 | $7,990+62.8% | $8,070+61.2% | $4,647+179.9% |
| Admin fee / account holder | $38 | $337-88.6% | $12,998-99.7% | $430-91.1% |