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 LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $92,157 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$38,505 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,388 | $88,890-12.9% | $102,423-24.4% | $77,643-0.3% |
| Participation rate | 91.5% | 80.9%+10.5pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 14.25% | 24.98%-10.7pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,998 | $2,698-25.9% | $3,023-33.9% | $2,726-26.7% |
| Participant deferral / active EE | $5,297 | $5,145+3.0% | $5,053+4.8% | $4,647+14.0% |
| Admin fee / account holder | $69 | $235-70.8% | $9,451-99.3% | $430-84.0% |