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 Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $76,108 |
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,251 | $92,091+36.0% | $62,995+98.8% | $77,958+60.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 11.91% | 16.23%-4.3pp | 87.57%-75.7pp | 20.87%-9.0pp |
| Employer contribution / active EE | $8,229 | $3,424+140.3% | $2,759+198.3% | $2,310+256.2% |
| Participant deferral / active EE | $6,867 | $3,361+104.3% | $3,329+106.3% | $3,537+94.2% |
| Admin fee / account holder | $11 | $48-76.1% | $3,600-99.7% | $97-88.2% |