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 8-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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $54,029 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,070 |
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 | $62,066 | $185,342-66.5% | $111,297-44.2% | $86,799-28.5% |
| Participation rate | 80.1% | 81.0%-0.9pp | 77.3%+2.7pp | 72.3%+7.8pp |
| Annual return | 10.88% | 500.80%-489.9pp | 54.65%-43.8pp | 97.91%-87.0pp |
| Employer contribution / active EE | $1,244 | $2,246-44.6% | $2,731-54.5% | $2,405-48.3% |
| Participant deferral / active EE | $2,805 | $4,458-37.1% | $4,487-37.5% | $4,131-32.1% |
| Admin fee / account holder | $220 | $255-13.7% | $7,964-97.2% | $170+30.0% |