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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $136,372 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $39,318 |
Service code 10 · EIN 74-2014723 | Accounting | $19,025 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,500 | $2,679,533-96.1% | $164,813-36.6% | $199,593-47.6% |
| Participation rate | 76.6% | 78.3%-1.7pp | 78.6%-2.0pp | 72.0%+4.6pp |
| Annual return | 17.46% | 17.93%-0.5pp | 69.93%-52.5pp | 34.25%-16.8pp |
| Employer contribution / active EE | $3,159 | $2,970+6.4% | $4,341-27.2% | $3,034+4.1% |
| Participant deferral / active EE | $7,421 | $5,010+48.1% | $6,031+23.0% | $5,087+45.9% |
| Admin fee / account holder | $133 | $1,982-93.3% | $12,690-99.0% | $269-50.5% |