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 SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
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 | $70,068 | $31,424+123.0% | $81,478-14.0% | $69,631+0.6% |
| Participation rate | 88.8% | 50.8%+38.0pp | 68.0%+20.8pp | 70.7%+18.1pp |
| Annual return | 29.60% | 22.44%+7.2pp | 38.78%-9.2pp | 27571.02%-27541.4pp |
| Employer contribution / active EE | $5,113 | $1,029+396.9% | $2,568+99.1% | $2,032+151.6% |
| Participant deferral / active EE | $8,801 | $1,838+378.8% | $3,537+148.8% | $3,224+173.0% |
| Admin fee / account holder | $35 | $103-65.8% | $4,561-99.2% | $110-68.3% |