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 LLC6 years Service code 16 · EIN 26-0058143 | Consulting | $97,816 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $84,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,454 | $119,446-48.6% | $150,045-59.0% | $85,563-28.2% |
| Participation rate | 95.4% | 75.4%+20.0pp | 82.3%+13.1pp | 66.0%+29.5pp |
| Annual return | 16.03% | 23.72%-7.7pp | 62.55%-46.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,415 | $4,078-40.8% | $4,693-48.5% | $2,654-9.0% |
| Participant deferral / active EE | $7,867 | $7,985-1.5% | $7,997-1.6% | $4,375+79.8% |
| Admin fee / account holder | $222 | $548-59.5% | $13,435-98.3% | $834-73.4% |