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: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $66,812 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,954 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,518 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,160 | $74,347-15.0% | $93,606-32.5% | $67,579-6.5% |
| Participation rate | 97.5% | 80.6%+16.9pp | 75.8%+21.7pp | 71.3%+26.2pp |
| Annual return | 21.49% | 28.07%-6.6pp | 32.76%-11.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,642 | $2,583-36.4% | $2,718-39.6% | $2,148-23.5% |
| Participant deferral / active EE | $4,803 | $4,060+18.3% | $4,069+18.0% | $3,539+35.7% |
| Admin fee / account holder | $144 | $123+17.1% | $7,888-98.2% | $142+1.0% |