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 4-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 27 · EIN 26-0058143 | Advisory (Plan) | $39,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,324 | $78,483-1.5% | $106,201-27.2% | $74,546+3.7% |
| Participation rate | 97.3% | 72.8%+24.5pp | 75.3%+22.0pp | 67.2%+30.1pp |
| Annual return | 33.20% | 15.94%+17.3pp | 116.26%-83.1pp | 1366.03%-1332.8pp |
| Employer contribution / active EE | $6,176 | $2,522+144.9% | $3,170+94.9% | $2,624+135.3% |
| Participant deferral / active EE | $5,403 | $4,320+25.1% | $5,012+7.8% | $4,347+24.3% |
| Admin fee / account holder | $183 | $2,236-91.8% | $11,039-98.3% | $1,944-90.6% |