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 7-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 | $80,917 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,327 |
COHNRESNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,908 | $49,693+181.5% | $70,515+98.4% | $74,419+88.0% |
| Participation rate | 98.7% | 64.7%+34.1pp | 68.3%+30.4pp | 70.7%+28.0pp |
| Annual return | 20.43% | 21.22%-0.8pp | 32.77%-12.3pp | 34.38%-13.9pp |
| Employer contribution / active EE | $6,026 | $1,773+239.8% | $2,973+102.7% | $2,637+128.5% |
| Participant deferral / active EE | $8,706 | $3,376+157.9% | $4,567+90.6% | $4,528+92.3% |
| Admin fee / account holder | $122 | $316-61.3% | $6,412-98.1% | $348-64.8% |