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 | $81,054 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,651 |
COHNRESNICK LLP6 years Service code 10 · EIN 22-1478099 | Accounting | $40,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,087 | $55,416+160.0% | $75,972+89.7% | $77,643+85.6% |
| Participation rate | 97.8% | 63.6%+34.3pp | 69.1%+28.8pp | 70.6%+27.3pp |
| Annual return | 15.54% | 17.07%-1.5pp | 359.55%-344.0pp | 31.24%-15.7pp |
| Employer contribution / active EE | $5,828 | $1,788+226.0% | $2,685+117.1% | $2,726+113.8% |
| Participant deferral / active EE | $7,261 | $3,447+110.6% | $4,255+70.6% | $4,647+56.2% |
| Admin fee / account holder | $160 | $414-61.2% | $6,467-97.5% | $430-62.7% |