Filed February 12, 2018
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $129,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $125,993 |
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 | $27,612 | $48,698-43.3% | $93,606-70.5% | $199,593-86.2% |
| Participation rate | 78.1% | 63.5%+14.6pp | 68.7%+9.4pp | 72.0%+6.2pp |
| Annual return | 16.40% | 15.34%+1.1pp | 133.20%-116.8pp | 34.25%-17.8pp |
| Employer contribution / active EE | $823 | $1,135-27.5% | $2,420-66.0% | $3,034-72.9% |
| Participant deferral / active EE | $3,410 | $2,817+21.0% | $4,411-22.7% | $5,087-33.0% |
| Admin fee / account holder | $158 | $195-19.1% | $8,285-98.1% | $269-41.3% |