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 13 · EIN 42-0127290 | Contract Administrator | $167,087 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $95,749 |
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 | $76,195 | $69,231+10.1% | $91,989-17.2% | $67,579+12.7% |
| Participation rate | 98.5% | 78.9%+19.6pp | 78.6%+19.9pp | 71.3%+27.3pp |
| Annual return | 27.51% | 32.03%-4.5pp | 69.02%-41.5pp | 378.56%-351.0pp |
| Employer contribution / active EE | $3,430 | $2,284+50.2% | $3,452-0.6% | $2,148+59.7% |
| Participant deferral / active EE | $8,486 | $5,854+45.0% | $5,923+43.3% | $3,539+139.8% |
| Admin fee / account holder | $240 | $107+123.5% | $7,743-96.9% | $142+68.7% |