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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $149,355 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,625 |
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 | $55,869 | $62,543-10.7% | $83,333-33.0% | $55,725+0.3% |
| Participation rate | 91.9% | 78.4%+13.5pp | 77.8%+14.1pp | 70.9%+21.0pp |
| Annual return | -5.46% | 14.85%-20.3pp | 10.63%-16.1pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,187 | $2,427-9.9% | $3,379-35.3% | $2,078+5.2% |
| Participant deferral / active EE | $5,318 | $5,682-6.4% | $5,565-4.4% | $3,356+58.5% |
| Admin fee / account holder | $198 | $103+92.4% | $7,510-97.4% | $115+72.3% |