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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,547 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$90,479 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,386 | $95,274+324.4% | $135,903+197.6% | $74,419+443.4% |
| Participation rate | 97.7% | 78.2%+19.5pp | 81.9%+15.8pp | 70.7%+27.0pp |
| Annual return | 18.88% | 32.77%-13.9pp | 68.23%-49.4pp | 34.38%-15.5pp |
| Employer contribution / active EE | $13,388 | $3,874+245.6% | $4,856+175.7% | $2,637+407.6% |
| Participant deferral / active EE | $13,732 | $7,782+76.5% | $7,758+77.0% | $4,528+203.3% |
| Admin fee / account holder | $44 | $266-83.6% | $10,762-99.6% | $348-87.5% |