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 60 · EIN 04-2647786 | Sub-TA Fees | $57,832 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $5,706 |
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 | $36,130 | $60,545-40.3% | $92,233-60.8% | $69,631-48.1% |
| Participation rate | 94.3% | 72.2%+22.1pp | 76.5%+17.8pp | 70.7%+23.6pp |
| Annual return | 19.46% | 19.71%-0.3pp | 176.28%-156.8pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,245 | $2,633-14.7% | $3,679-39.0% | $2,032+10.5% |
| Participant deferral / active EE | $3,041 | $2,828+7.5% | $3,897-22.0% | $3,224-5.7% |
| Admin fee / account holder | $84 | $145-41.8% | $5,194-98.4% | $110-23.7% |