See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 60 · EIN 04-2647786 | Sub-TA Fees | $80,897 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $18,796 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,191 | $83,884-75.9% | $64,056-68.5% | $74,419-72.9% |
| Participation rate | 89.5% | 76.6%+12.9pp | 72.3%+17.2pp | 70.7%+18.8pp |
| Annual return | 17.62% | 16.57%+1.0pp | 33.69%-16.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,224 | $3,084-60.3% | $2,747-55.4% | $2,637-53.6% |
| Participant deferral / active EE | $2,098 | $3,692-43.2% | $3,880-45.9% | $4,528-53.7% |
| Admin fee / account holder | $123 | $196-37.2% | $3,068-96.0% | $348-64.6% |