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 LLC7 years Filed as: FORTEM FINANCIAL Service code 26 · EIN 13-3749682 44801 VILLAGE CT · PALM DESERT, CA 92260 | Advisory (Participants) | $9,430 |
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 | $24,461 | $73,360-66.7% | $177,989-86.3% | $74,495-67.2% |
| Participation rate | 88.2% | 66.6%+21.6pp | 77.1%+11.1pp | 67.2%+21.0pp |
| Annual return | 11.34% | 17.49%-6.1pp | 294.48%-283.1pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $941 | $2,216-57.6% | $3,949-76.2% | $2,623-64.1% |
| Participant deferral / active EE | $2,667 | $4,513-40.9% | $6,276-57.5% | $4,346-38.6% |
| Admin fee / account holder | $83 | $1,808-95.4% | $10,363-99.2% | $1,942-95.7% |