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 5-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 Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $15,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,265 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,778 | $26,114+37.0% | $58,482-38.8% | $74,419-51.9% |
| Participation rate | 35.6% | 32.1%+3.5pp | 50.9%-15.3pp | 70.7%-35.2pp |
| Annual return | 26.90% | 32.51%-5.6pp | 4239.32%-4212.4pp | 34.38%-7.5pp |
| Employer contribution / active EE | $1,323 | $536+147.0% | $1,053+25.6% | $2,637-49.9% |
| Participant deferral / active EE | $2,328 | $1,075+116.6% | $1,924+21.0% | $4,528-48.6% |
| Admin fee / account holder | $103 | $649-84.2% | $2,516-95.9% | $348-70.5% |