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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $89,092 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,480 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $349,684 | $82,202+325.4% | $125,339+179.0% | $64,808+439.6% |
| Participation rate | 97.4% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -18.39% | 3.48%-21.9pp | 572.05%-590.4pp | 32.82%-51.2pp |
| Employer contribution / active EE | $12,634 | $3,615+249.4% | $4,814+162.5% | $2,506+404.2% |
| Participant deferral / active EE | $13,318 | $7,175+85.6% | $7,446+78.9% | $4,310+209.0% |
| Admin fee / account holder | $82 | $163-49.7% | $10,010-99.2% | $188-56.3% |