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 8-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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,252 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,142 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,703 | $84,487+85.5% | $125,339+25.0% | $66,914+134.2% |
| Participation rate | 80.6% | 76.4%+4.2pp | 82.4%-1.8pp | 69.8%+10.8pp |
| Annual return | -16.54% | -8.39%-8.2pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,774 | $3,553-50.1% | $4,814-63.2% | $2,544-30.3% |
| Participant deferral / active EE | $9,248 | $6,781+36.4% | $7,446+24.2% | $4,237+118.3% |
| Admin fee / account holder | $266 | $685-61.1% | $10,010-97.3% | $593-55.1% |