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 LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $33,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,614 | $53,165-27.4% | $86,188-55.2% | $74,419-48.1% |
| Participation rate | 79.3% | 64.9%+14.5pp | 69.0%+10.4pp | 70.7%+8.6pp |
| Annual return | 17.79% | 22.64%-4.9pp | 1168.45%-1150.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $675 | $1,210-44.2% | $2,380-71.7% | $2,637-74.4% |
| Participant deferral / active EE | $3,940 | $3,234+21.8% | $3,985-1.1% | $4,528-13.0% |
| Admin fee / account holder | $218 | $551-60.4% | $6,852-96.8% | $348-37.2% |