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 LLC4+ 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 | $23,803 |
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 | $120,998 | $65,223+85.5% | $80,019+51.2% | $55,725+117.1% |
| Participation rate | 98.1% | 80.6%+17.5pp | 75.8%+22.3pp | 70.9%+27.2pp |
| Annual return | -4.73% | 7.59%-12.3pp | 11.22%-15.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $6,510 | $2,544+155.9% | $2,468+163.8% | $2,078+213.2% |
| Participant deferral / active EE | $4,327 | $3,881+11.5% | $3,686+17.4% | $3,356+28.9% |
| Admin fee / account holder | $95 | $114-17.1% | $6,521-98.5% | $115-17.8% |