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 6-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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,000 |
Filed as: CBIZ CPAS PC. Service code 10 · EIN 43-1947695 | Accounting | $19,163 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$269,097 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,688 | $119,446+216.2% | $150,045+151.7% | $85,563+341.4% |
| Participation rate | 97.0% | 75.4%+21.6pp | 82.3%+14.7pp | 66.0%+31.0pp |
| Annual return | 16.32% | 23.72%-7.4pp | 62.55%-46.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $9,075 | $4,078+122.5% | $4,693+93.4% | $2,654+242.0% |
| Participant deferral / active EE | $13,375 | $7,985+67.5% | $7,997+67.2% | $4,375+205.7% |
| Admin fee / account holder | -$232 | $548-142.4% | $13,435-101.7% | $834-127.8% |