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 64 · EIN 71-0294708 | Recordkeeping Fees | $43,785 |
CAPFINANCIAL PARTNERS LLC3 years Service code 99 · EIN 26-0058143 | Other Fees | $24,799 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,256 | $79,184-8.7% | $102,438-29.5% | $74,546-3.1% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 13.35% | 54.95%-41.6pp | 29.37%-16.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $3,634 | $2,362+53.8% | $3,024+20.2% | $2,624+38.5% |
| Participant deferral / active EE | $5,805 | $4,414+31.5% | $5,054+14.9% | $4,347+33.5% |
| Admin fee / account holder | $277 | $2,001-86.2% | $9,448-97.1% | $1,944-85.7% |