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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,806 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $8,481 |
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 | $79,534 | $40,522+96.3% | $84,611-6.0% | $67,579+17.7% |
| Participation rate | 89.0% | 51.1%+37.9pp | 68.2%+20.8pp | 71.3%+17.8pp |
| Annual return | 28.80% | 32.72%-3.9pp | 258.74%-229.9pp | 378.56%-349.8pp |
| Employer contribution / active EE | $5,482 | $1,146+378.3% | $2,652+106.7% | $2,148+155.3% |
| Participant deferral / active EE | $9,659 | $2,132+353.1% | $3,899+147.7% | $3,539+172.9% |
| Admin fee / account holder | $32 | $145-78.3% | $4,912-99.4% | $142-77.8% |