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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 21 · EIN 26-0058143 | Bank Trustee | $45,000 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $23,809 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $298,809 | $89,652+233.3% | $141,162+111.7% | $65,185+358.4% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.5%+11.6pp | 70.2%+23.9pp |
| Annual return | 23.26% | 32.79%-9.5pp | 71.39%-48.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $3,931 | $3,065+28.3% | $4,735-17.0% | $2,177+80.6% |
| Participant deferral / active EE | $11,002 | $5,691+93.3% | $6,709+64.0% | $3,514+213.1% |
| Admin fee / account holder | $384 | $569-32.4% | $10,261-96.3% | $847-54.6% |