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 LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $14,157 |
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,489 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,101 | $41,854-59.1% | $73,843-76.8% | $52,331-67.3% |
| Participation rate | 97.3% | 66.2%+31.1pp | 73.4%+23.9pp | 68.1%+29.2pp |
| Annual return | 5.56% | 2.11%+3.4pp | 2267.84%-2262.3pp | 4.54%+1.0pp |
| Employer contribution / active EE | $769 | $1,920-60.0% | $2,787-72.4% | $1,882-59.2% |
| Participant deferral / active EE | $2,211 | $2,498-11.5% | $3,583-38.3% | $3,022-26.8% |
| Admin fee / account holder | $82 | $493-83.4% | $4,880-98.3% | $592-86.2% |