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 LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,366 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $37,628 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $46,367 | $69,823-33.6% | $77,163-39.9% | $74,419-37.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 11.68% | 19.98%-8.3pp | 37.87%-26.2pp | 34.38%-22.7pp |
| Employer contribution / active EE | $1,297 | $2,150-39.7% | $2,535-48.8% | $2,637-50.8% |
| Participant deferral / active EE | $2,314 | $3,558-35.0% | $3,833-39.6% | $4,528-48.9% |
| Admin fee / account holder | $92 | $398-76.8% | $5,472-98.3% | $348-73.5% |