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 LLC3+ years Filed as: CAPTRUST Service code 16 · EIN 26-0051843 | Consulting | $18,432 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,648 |
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 | $79,941 | $155,795-48.7% | $136,294-41.3% | $69,631+14.8% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 70.7%+13.1pp |
| Annual return | 18.14% | 232464.33%-232446.2pp | 5155.94%-5137.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,775 | $2,991-40.6% | $4,695-62.2% | $2,032-12.6% |
| Participant deferral / active EE | $5,173 | $5,394-4.1% | $6,247-17.2% | $3,224+60.5% |
| Admin fee / account holder | $49 | $128-62.0% | $9,243-99.5% | $110-55.9% |