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 | $190,806 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,616 | $89,808+23.2% | $100,391+10.2% | $77,643+42.5% |
| Participation rate | 91.8% | 81.2%+10.6pp | 81.5%+10.4pp | 70.6%+21.3pp |
| Annual return | 38.59% | 20.62%+18.0pp | 49.20%-10.6pp | 31.24%+7.3pp |
| Employer contribution / active EE | $2,572 | $3,039-15.4% | $3,942-34.8% | $2,726-5.7% |
| Participant deferral / active EE | $6,306 | $8,284-23.9% | $8,082-22.0% | $4,647+35.7% |
| Admin fee / account holder | $191 | $174+9.3% | $7,899-97.6% | $430-55.7% |