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 LLC3+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,994 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,004 |
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 | $87,565 | $80,753+8.4% | $136,294-35.8% | $62,292+40.6% |
| Participation rate | 94.7% | 73.5%+21.2pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 17.44% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,822 | $2,884-36.8% | $4,695-61.2% | $2,042-10.8% |
| Participant deferral / active EE | $5,112 | $5,164-1.0% | $6,247-18.2% | $3,169+61.3% |
| Admin fee / account holder | $44 | $525-91.7% | $9,243-99.5% | $479-90.9% |