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 LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $733 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $525,029 | $73,867+610.8% | $143,757+265.2% | $68,494+666.5% |
| Participation rate | 92.7% | 66.7%+26.0pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -15.09% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $32,744 | $3,184+928.4% | $4,951+561.4% | $2,596+1161.2% |
| Participant deferral / active EE | $14,988 | $3,384+342.9% | $5,637+165.9% | $4,027+272.2% |
| Admin fee / account holder | $252 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |