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 15 · EIN 26-0058143 | Recordkeeping | $51,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,057 | $60,124+61.4% | $90,404+7.4% | $79,858+21.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.84% | 71.94%-52.1pp | 1293.02%-1273.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $13,997 | $2,068+576.9% | $3,262+329.1% | $2,471+466.5% |
| Participant deferral / active EE | $7,125 | $2,938+142.5% | $3,963+79.8% | $3,740+90.5% |
| Admin fee / account holder | $270 | $3,976-93.2% | $5,611-95.2% | $5,306-94.9% |