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 | $20,876 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,695 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,632 | $99,078+99.5% | $96,544+104.7% | $74,419+165.6% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.0%+15.7pp | 70.7%+21.0pp |
| Annual return | 18.39% | 22.48%-4.1pp | 25.84%-7.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $3,741 | $2,570+45.6% | $2,965+26.2% | $2,637+41.9% |
| Participant deferral / active EE | $14,812 | $4,933+200.2% | $4,851+205.3% | $4,528+227.1% |
| Admin fee / account holder | $92 | $225-59.2% | $8,252-98.9% | $348-73.7% |