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) | $66,474 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,414 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,455 | $66,528+5.9% | $86,874-18.9% | $86,799-18.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 8.71% | 19.56%-10.8pp | 63.52%-54.8pp | 97.91%-89.2pp |
| Employer contribution / active EE | $1,087 | $2,007-45.8% | $2,495-56.4% | $2,405-54.8% |
| Participant deferral / active EE | $2,336 | $3,240-27.9% | $3,699-36.9% | $4,131-43.5% |
| Admin fee / account holder | $127 | $148-14.5% | $5,828-97.8% | $170-25.3% |