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 LLC3 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $110,108 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,521 |
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 | $87,222 | $54,193+60.9% | $93,606-6.8% | $77,643+12.3% |
| Participation rate | 95.9% | 63.9%+31.9pp | 68.7%+27.1pp | 70.6%+25.3pp |
| Annual return | 14.64% | 30.54%-15.9pp | 133.20%-118.6pp | 31.24%-16.6pp |
| Employer contribution / active EE | $7 | $1,168-99.4% | $2,420-99.7% | $2,726-99.7% |
| Participant deferral / active EE | $6,221 | $3,144+97.9% | $4,411+41.0% | $4,647+33.9% |
| Admin fee / account holder | $270 | $576-53.1% | $8,285-96.7% | $430-37.2% |