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 LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,660 |
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 | $46,413 | $84,487-45.1% | $125,339-63.0% | $66,914-30.6% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.6pp | 69.8%+26.2pp |
| Annual return | -16.62% | -8.39%-8.2pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,598 | $3,553+1.3% | $4,814-25.3% | $2,544+41.4% |
| Participant deferral / active EE | $8,665 | $6,781+27.8% | $7,446+16.4% | $4,237+104.5% |
| Admin fee / account holder | $233 | $685-66.0% | $10,010-97.7% | $593-60.7% |