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 LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,560 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,112 |
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 | $106,844 | $74,024+44.3% | $77,999+37.0% | $57,658+85.3% |
| Participation rate | 92.6% | 79.7%+12.9pp | 75.5%+17.1pp | 70.2%+22.4pp |
| Annual return | 10.75% | 12.14%-1.4pp | 425.96%-415.2pp | 5.13%+5.6pp |
| Employer contribution / active EE | $2,000 | $2,365-15.5% | $2,470-19.0% | $1,974+1.3% |
| Participant deferral / active EE | $4,417 | $3,533+25.0% | $3,497+26.3% | $3,061+44.3% |
| Admin fee / account holder | $211 | $93+125.9% | $5,480-96.2% | $95+122.7% |