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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $164,133 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,407 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,653 | $89,282-6.3% | $94,646-11.6% | $74,419+12.4% |
| Participation rate | 96.3% | 82.4%+13.9pp | 80.8%+15.5pp | 70.7%+25.6pp |
| Annual return | 17.56% | 25.96%-8.4pp | 156.71%-139.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $3,074 | $3,022+1.7% | $3,672-16.3% | $2,637+16.5% |
| Participant deferral / active EE | $7,143 | $8,425-15.2% | $7,418-3.7% | $4,528+57.7% |
| Admin fee / account holder | $173 | $219-20.7% | $7,231-97.6% | $348-50.1% |