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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $31,753 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $18,575 |
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 | $535,656 | $55,636+862.8% | $81,983+553.4% | $73,488+628.9% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 11.73% | 19.07%-7.3pp | 41.31%-29.6pp | 28.51%-16.8pp |
| Employer contribution / active EE | $17,043 | $1,625+949.1% | $2,498+582.2% | $2,270+650.7% |
| Participant deferral / active EE | $12,202 | $2,762+341.7% | $3,722+227.8% | $3,740+226.3% |
| Admin fee / account holder | $259 | $493-47.4% | $5,664-95.4% | $513-49.4% |