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 25 · EIN 26-0058143 | Directed Trustee | $55,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,144 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,272 | $39,948+156.0% | $89,391+14.4% | $73,409+39.3% |
| Participation rate | 90.1% | 50.4%+39.7pp | 68.0%+22.1pp | 72.2%+17.9pp |
| Annual return | 17.98% | 50.12%-32.1pp | 245.62%-227.6pp | 59.29%-41.3pp |
| Employer contribution / active EE | $6,372 | $1,200+431.0% | $2,586+146.4% | $2,234+185.3% |
| Participant deferral / active EE | $10,165 | $2,193+363.6% | $3,890+161.3% | $3,805+167.1% |
| Admin fee / account holder | $71 | $134-47.0% | $4,881-98.5% | $158-55.0% |