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 37 · EIN 04-2647786 | Loan Processing | $39,225 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,149 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $92,395 | $37,196+148.4% | $154,107-40.0% | $55,725+65.8% |
| Participation rate | 71.9% | 64.1%+7.8pp | 83.0%-11.1pp | 70.9%+1.1pp |
| Annual return | -4.71% | 1319.68%-1324.4pp | 735.12%-739.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $4,245 | $1,614+163.0% | $5,298-19.9% | $2,078+104.3% |
| Participant deferral / active EE | $3,346 | $2,068+61.8% | $5,081-34.1% | $3,356-0.3% |
| Admin fee / account holder | $287 | $102+182.2% | $13,411-97.9% | $115+148.9% |