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 LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $37,644 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,207 | $49,177+44.8% | $79,464-10.4% | $64,186+10.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.36% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $14,020 | $2,076+575.2% | $2,800+400.6% | $2,381+488.9% |
| Participant deferral / active EE | $8,614 | $2,821+205.3% | $3,704+132.6% | $3,470+148.3% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |