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 LLC2+ years Filed as: CAPFINANCIAL PLANNERS, LLC. Service code 27 4208 SIX FORKS ROAD SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $24,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $17,445 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,882 | $74,024+70.1% | $77,999+61.4% | $57,658+118.3% |
| Participation rate | 99.7% | 79.7%+20.0pp | 75.5%+24.2pp | 70.2%+29.5pp |
| Annual return | 7.24% | 12.14%-4.9pp | 425.96%-418.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $6,191 | $2,365+161.8% | $2,470+150.6% | $1,974+213.7% |
| Participant deferral / active EE | $4,246 | $3,533+20.2% | $3,497+21.4% | $3,061+38.7% |
| Admin fee / account holder | $95 | $93+2.0% | $5,480-98.3% | $95+0.6% |