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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 21 · EIN 26-0058143 | Bank Trustee | $45,000 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $26,653 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,930 | $99,957+168.0% | $149,696+79.0% | $73,488+264.6% |
| Participation rate | 96.9% | 75.7%+21.2pp | 82.5%+14.4pp | 70.7%+26.2pp |
| Annual return | 17.03% | 53.87%-36.8pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $4,733 | $3,191+48.3% | $4,644+1.9% | $2,270+108.5% |
| Participant deferral / active EE | $11,403 | $6,073+87.8% | $6,842+66.7% | $3,740+204.9% |
| Admin fee / account holder | $294 | $551-46.7% | $9,309-96.8% | $513-42.8% |