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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,210 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,026 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,046 | $81,908-46.2% | $90,749-51.5% | $64,808-32.0% |
| Participation rate | 98.0% | 80.5%+17.5pp | 75.7%+22.3pp | 71.5%+26.6pp |
| Annual return | -18.33% | -12.53%-5.8pp | -12.16%-6.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $2,058 | $3,065-32.9% | $2,921-29.6% | $2,506-17.9% |
| Participant deferral / active EE | $2,855 | $4,840-41.0% | $4,564-37.5% | $4,310-33.8% |
| Admin fee / account holder | $213 | $157+35.6% | $8,445-97.5% | $188+13.5% |