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 LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,876 |
Service code 10 · EIN 43-1947695 | Accounting | $12,000 |
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 | $103,055 | $81,908+25.8% | $90,749+13.6% | $64,808+59.0% |
| Participation rate | 91.7% | 80.5%+11.3pp | 75.7%+16.0pp | 71.5%+20.3pp |
| Annual return | -16.12% | -12.53%-3.6pp | -12.16%-4.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,441 | $3,065-20.4% | $2,921-16.4% | $2,506-2.6% |
| Participant deferral / active EE | $6,085 | $4,840+25.7% | $4,564+33.3% | $4,310+41.2% |
| Admin fee / account holder | $154 | $157-2.2% | $8,445-98.2% | $188-18.2% |