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 LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $17,507 |
WITHUMSMITH+BROWN, PC4+ years Filed as: WITHUM, SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $17,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,494 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $383,779 | $42,396+805.2% | $67,313+470.1% | $56,287+581.8% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -5.71% | -36.63%+30.9pp | -4.08%-1.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $16,535 | $1,414+1069.8% | $2,566+544.5% | $2,111+683.3% |
| Participant deferral / active EE | $12,017 | $2,360+409.3% | $3,568+236.8% | $3,350+258.8% |
| Admin fee / account holder | $219 | $510-57.0% | $4,507-95.1% | $521-57.9% |