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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $275,753 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,500 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,301 | $46,516-88.6% | $147,614-96.4% | $69,651-92.4% |
| Participation rate | 64.9% | 65.8%-0.9pp | 84.6%-19.7pp | 66.6%-1.6pp |
| Annual return | 18.53% | 9.48%+9.1pp | 61.98%-43.4pp | 53.77%-35.2pp |
| Employer contribution / active EE | $1 | $1,393-99.9% | $5,564-100.0% | $2,241-99.9% |
| Participant deferral / active EE | $982 | $2,719-63.9% | $4,895-79.9% | $3,635-73.0% |
| Admin fee / account holder | $34 | $45-23.9% | $11,611-99.7% | $63-46.1% |