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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,590 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,789 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,547 | $56,503-15.9% | $70,092-32.2% | $64,808-26.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -11.65% | -13.44%+1.8pp | 190.73%-202.4pp | 32.82%-44.5pp |
| Employer contribution / active EE | $1,201 | $2,046-41.3% | $2,559-53.1% | $2,506-52.1% |
| Participant deferral / active EE | $2,211 | $3,389-34.8% | $3,849-42.5% | $4,310-48.7% |
| Admin fee / account holder | $117 | $160-27.3% | $6,267-98.1% | $188-38.0% |