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: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,496 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,281 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,076 | $82,972-21.6% | $103,374-37.0% | $77,671-16.2% |
| Participation rate | 90.1% | 71.5%+18.6pp | 74.5%+15.6pp | 70.6%+19.5pp |
| Annual return | 22.08% | 19.14%+2.9pp | 24.89%-2.8pp | 31.21%-9.1pp |
| Employer contribution / active EE | $1,680 | $3,554-52.7% | $3,869-56.6% | $2,726-38.4% |
| Participant deferral / active EE | $4,948 | $4,108+20.4% | $5,058-2.2% | $4,648+6.4% |
| Admin fee / account holder | $82 | $639-87.1% | $8,394-99.0% | $430-80.9% |