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 LLC3+ 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 | $19,586 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $134,699 | $75,284+78.9% | $91,001+48.0% | $69,631+93.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 14.96% | 48.40%-33.4pp | 4.60%+10.4pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $6,360 | $2,473+157.2% | $2,456+159.0% | $2,032+212.9% |
| Participant deferral / active EE | $4,364 | $3,700+18.0% | $3,547+23.0% | $3,224+35.4% |
| Admin fee / account holder | $93 | $111-16.3% | $5,417-98.3% | $110-16.2% |