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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,081 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $19,019 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $5,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,134 | $70,083-55.6% | $59,878-48.0% | $55,725-44.1% |
| Participation rate | 42.2% | 78.4%-36.2pp | 74.7%-32.5pp | 70.9%-28.7pp |
| Annual return | -6.07% | 3.13%-9.2pp | 3.46%-9.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $117 | $2,878-95.9% | $2,722-95.7% | $2,078-94.4% |
| Participant deferral / active EE | $1,471 | $3,079-52.2% | $3,402-56.8% | $3,356-56.2% |
| Admin fee / account holder | $148 | $70+110.3% | $3,590-95.9% | $115+28.4% |