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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $7,528 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,215 | $104,317+127.4% | $159,436+48.8% | $86,799+173.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 16.43% | 26.32%-9.9pp | 263.57%-247.1pp | 97.91%-81.5pp |
| Employer contribution / active EE | $27 | $3,451-99.2% | $4,829-99.4% | $2,405-98.9% |
| Participant deferral / active EE | $14,654 | $6,837+114.3% | $7,352+99.3% | $4,131+254.7% |
| Admin fee / account holder | $47 | $172-72.7% | $10,799-99.6% | $170-72.3% |