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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,122 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $51,365 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,262 | $78,275+1.3% | $109,143-27.4% | $86,799-8.7% |
| Participation rate | 90.1% | 73.8%+16.2pp | 75.9%+14.2pp | 72.3%+17.8pp |
| Annual return | 15.94% | 19.14%-3.2pp | 25.75%-9.8pp | 97.91%-82.0pp |
| Employer contribution / active EE | $819 | $3,105-73.6% | $3,722-78.0% | $2,405-65.9% |
| Participant deferral / active EE | $4,128 | $3,641+13.4% | $4,653-11.3% | $4,131-0.1% |
| Admin fee / account holder | $182 | $198-8.1% | $6,752-97.3% | $170+7.5% |