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: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $39,037 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,623 |
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 | $192,593 | $56,443+241.2% | $83,848+129.7% | $55,725+245.6% |
| Participation rate | 98.8% | 72.0%+26.7pp | 76.1%+22.6pp | 70.9%+27.9pp |
| Annual return | -4.13% | 393.67%-397.8pp | 850.88%-855.0pp | 244.93%-249.1pp |
| Employer contribution / active EE | $12,782 | $2,682+376.6% | $3,631+252.0% | $2,078+515.1% |
| Participant deferral / active EE | $6,907 | $2,965+133.0% | $4,082+69.2% | $3,356+105.8% |
| Admin fee / account holder | $44 | $156-71.7% | $5,478-99.2% | $115-61.6% |