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 LLC5 years Filed as: FORTEM FINANCIAL Service code 26 · EIN 13-3749682 44801 VILLAGE CT · PALM DESERT, CA 92260 | Advisory (Participants) | $9,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,301 | $59,159-58.9% | $159,960-84.8% | $66,914-63.7% |
| Participation rate | 88.5% | 68.1%+20.4pp | 78.0%+10.6pp | 69.8%+18.7pp |
| Annual return | -16.99% | -12.26%-4.7pp | 408.60%-425.6pp | 1.58%-18.6pp |
| Employer contribution / active EE | $817 | $1,983-58.8% | $4,226-80.7% | $2,544-67.9% |
| Participant deferral / active EE | $2,231 | $4,395-49.2% | $6,182-63.9% | $4,237-47.3% |
| Admin fee / account holder | $97 | $591-83.6% | $8,698-98.9% | $593-83.7% |