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 13 · EIN 42-0127290 | Contract Administrator | $117,889 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $89,196 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,209 |
DASZKAL BOLTON LLP3 years Service code 10 · EIN 65-0406502 | Accounting | $28,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,687 | $108,617-15.6% | $108,410-15.4% | $93,030-1.4% |
| Participation rate | 94.4% | 83.1%+11.3pp | 80.1%+14.3pp | 73.9%+20.5pp |
| Annual return | 17.38% | 21.63%-4.3pp | 905.27%-887.9pp | 158.70%-141.3pp |
| Employer contribution / active EE | $2,821 | $3,249-13.2% | $3,558-20.7% | $2,706+4.3% |
| Participant deferral / active EE | $7,213 | $7,885-8.5% | $6,563+9.9% | $4,562+58.1% |
| Admin fee / account holder | $232 | $94+147.8% | $7,295-96.8% | $152+52.8% |