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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $51,336 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,400 |
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 | $53,024 | $72,254-26.6% | $86,677-38.8% | $64,808-18.2% |
| Participation rate | 73.2% | 80.4%-7.2pp | 76.6%-3.4pp | 71.5%+1.7pp |
| Annual return | -18.53% | 392.42%-411.0pp | 35.91%-54.4pp | 32.82%-51.3pp |
| Employer contribution / active EE | $1,305 | $2,393-45.5% | $2,836-54.0% | $2,506-47.9% |
| Participant deferral / active EE | $2,695 | $4,658-42.1% | $4,656-42.1% | $4,310-37.5% |
| Admin fee / account holder | $234 | $174+34.6% | $7,493-96.9% | $188+24.7% |