Filed October 21, 2019
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 7-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,195 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,638 | $34,934-29.5% | $56,411-56.3% | $74,495-66.9% |
| Participation rate | 91.3% | 32.8%+58.4pp | 52.5%+38.8pp | 67.2%+24.1pp |
| Annual return | 13.44% | 25.94%-12.5pp | 1701.33%-1687.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,168 | $609+256.0% | $1,039+108.7% | $2,623-17.3% |
| Participant deferral / active EE | $4,090 | $1,170+249.5% | $1,952+109.6% | $4,346-5.9% |
| Admin fee / account holder | $245 | $2,364-89.6% | $2,829-91.3% | $1,942-87.4% |