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 Filed as: CAPTRUST Service code 16 · EIN 26-0051843 | Consulting | $35,671 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,938 |
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 | $66,448 | $80,177-17.1% | $123,892-46.4% | $57,658+15.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 81.4%-1.4pp | 70.2%+9.8pp |
| Annual return | 7.67% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,739 | $2,913-40.3% | $4,617-62.3% | $1,974-11.9% |
| Participant deferral / active EE | $4,997 | $5,130-2.6% | $5,984-16.5% | $3,061+63.3% |
| Admin fee / account holder | $84 | $106-20.9% | $8,357-99.0% | $95-11.0% |