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 99 · EIN 26-0058143 | Other Fees | $12,489 |
E CRAIG YOUNG5 years Filed as: CRAIG EDMUND BRUNO Service code 99 · EIN 26-0378460 | Other Fees | $6,786 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 | Other Services | $3,265 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $992 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $141 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,484 | $50,458-71.3% | $159,960-90.9% | $64,808-77.7% |
| Participation rate | 88.9% | 68.0%+20.8pp | 78.0%+10.9pp | 71.5%+17.4pp |
| Annual return | -13.95% | -13.42%-0.5pp | 408.60%-422.6pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,098 | $1,722-36.2% | $4,226-74.0% | $2,506-56.2% |
| Participant deferral / active EE | $2,794 | $4,004-30.2% | $6,182-54.8% | $4,310-35.2% |
| Admin fee / account holder | $129 | $706-81.7% | $8,698-98.5% | $188-31.1% |