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) | $84,850 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,535 |
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 | $437,433 | $104,317+319.3% | $159,436+174.4% | $86,799+404.0% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.8%+14.9pp | 72.3%+25.4pp |
| Annual return | 16.04% | 26.32%-10.3pp | 263.57%-247.5pp | 97.91%-81.9pp |
| Employer contribution / active EE | $12,305 | $3,451+256.6% | $4,829+154.8% | $2,405+411.6% |
| Participant deferral / active EE | $12,838 | $6,837+87.8% | $7,352+74.6% | $4,131+210.8% |
| Admin fee / account holder | $75 | $172-56.7% | $10,799-99.3% | $170-56.0% |