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 ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $15,263 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 13 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $7,631 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,600 |
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 | $67,321 | $56,199+19.8% | $67,652-0.5% | $59,632+12.9% |
| Participation rate | 87.5% | 71.5%+16.0pp | 75.7%+11.8pp | 68.7%+18.8pp |
| Annual return | 2.99% | 18505.31%-18502.3pp | 6625.04%-6622.1pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $416 | $1,614-74.2% | $2,266-81.6% | $2,203-81.1% |
| Participant deferral / active EE | $5,506 | $2,844+93.6% | $3,560+54.7% | $3,192+72.5% |
| Admin fee / account holder | $14 | $3,958-99.7% | $4,821-99.7% | $4,297-99.7% |