Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA Service code 27 · EIN 13-2624428 | Advisory (Plan) | $39,178 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,587 |
BDO USA, LLP1 year Service code 10 · EIN 13-2624428 | Accounting | $4,231 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,328 | $79,184+1.4% | $102,438-21.6% | $74,546+7.8% |
| Participation rate | 96.5% | 74.8%+21.7pp | 76.5%+20.0pp | 67.2%+29.3pp |
| Annual return | 14.10% | 54.95%-40.9pp | 29.37%-15.3pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $766 | $2,362-67.6% | $3,024-74.7% | $2,624-70.8% |
| Participant deferral / active EE | $5,073 | $4,414+14.9% | $5,054+0.4% | $4,347+16.7% |
| Admin fee / account holder | $284 | $2,001-85.8% | $9,448-97.0% | $1,944-85.4% |