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 LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $34,856 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $6,568 |
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 | $90,022 | $54,762+64.4% | $90,281-0.3% | $72,985+23.3% |
| Participation rate | 98.7% | 65.1%+33.5pp | 73.3%+25.4pp | 69.5%+29.2pp |
| Annual return | 21.37% | 30.63%-9.3pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $17,270 | $2,092+725.3% | $2,854+505.0% | $2,440+607.8% |
| Participant deferral / active EE | $8,522 | $2,887+195.2% | $3,885+119.3% | $3,607+136.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |