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 | $68,452 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $5,564 |
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 | $51,936 | $66,601-22.0% | $92,893-44.1% | $67,579-23.1% |
| Participation rate | 83.9% | 72.5%+11.4pp | 76.0%+7.9pp | 71.3%+12.6pp |
| Annual return | 24.16% | 92.58%-68.4pp | 109.41%-85.3pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,837 | $2,775-33.8% | $3,653-49.7% | $2,148-14.5% |
| Participant deferral / active EE | $3,173 | $3,157+0.5% | $4,236-25.1% | $3,539-10.3% |
| Admin fee / account holder | $113 | $199-43.4% | $5,794-98.1% | $142-20.9% |