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: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $83,750 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,769 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $114 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,967 | $119,446+146.9% | $150,045+96.6% | $85,563+244.7% |
| Participation rate | 96.0% | 75.4%+20.6pp | 82.3%+13.7pp | 66.0%+30.0pp |
| Annual return | 14.61% | 23.72%-9.1pp | 62.55%-47.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,141 | $4,078-72.0% | $4,693-75.7% | $2,654-57.0% |
| Participant deferral / active EE | $15,163 | $7,985+89.9% | $7,997+89.6% | $4,375+246.6% |
| Admin fee / account holder | $203 | $548-63.0% | $13,435-98.5% | $834-75.7% |