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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,725 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNER Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,758 | $33,745+11.9% | $64,105-41.1% | $55,191-31.6% |
| Participation rate | 86.2% | 59.4%+26.8pp | 68.2%+18.0pp | 69.2%+17.0pp |
| Annual return | 0.64% | 4.95%-4.3pp | 791.24%-790.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $637 | $641-0.6% | $1,820-65.0% | $1,899-66.4% |
| Participant deferral / active EE | $3,760 | $1,929+94.9% | $2,822+33.3% | $3,046+23.4% |
| Admin fee / account holder | $55 | $94-41.9% | $4,499-98.8% | $91-39.6% |