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 9-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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $52,264 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $25,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $193,032 | $65,376+195.3% | $87,100+121.6% | $65,185+196.1% |
| Participation rate | 97.3% | 75.3%+22.0pp | 76.9%+20.4pp | 70.2%+27.1pp |
| Annual return | 20.43% | 31.27%-10.8pp | 28.19%-7.8pp | 29.38%-8.9pp |
| Employer contribution / active EE | $12,162 | $1,822+567.3% | $2,521+382.3% | $2,177+458.7% |
| Participant deferral / active EE | $9,418 | $3,388+177.9% | $4,049+132.6% | $3,514+168.0% |
| Admin fee / account holder | $381 | $520-26.7% | $7,497-94.9% | $847-55.1% |