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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $62,977 |
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $25,543 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $84 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,847 | $47,898+93.8% | $117,472-21.0% | $64,808+43.3% |
| Participation rate | 52.6% | 61.9%-9.3pp | 70.6%-18.0pp | 71.5%-18.9pp |
| Annual return | -13.93% | -15.54%+1.6pp | 29.74%-43.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,757 | $1,774-1.0% | $4,176-57.9% | $2,506-29.9% |
| Participant deferral / active EE | $3,299 | $3,151+4.7% | $4,070-18.9% | $4,310-23.5% |
| Admin fee / account holder | $199 | $132+50.9% | $5,645-96.5% | $188+5.9% |