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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $83,249 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $74,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,024 | $74,462-63.7% | $81,983-67.0% | $90,288-70.1% |
| Participation rate | 52.4% | 69.7%-17.3pp | 69.2%-16.8pp | 73.4%-20.9pp |
| Annual return | 12.47% | 17.56%-5.1pp | 41.31%-28.8pp | 53.97%-41.5pp |
| Employer contribution / active EE | $592 | $2,334-74.7% | $2,498-76.3% | $2,524-76.6% |
| Participant deferral / active EE | $873 | $3,602-75.8% | $3,722-76.5% | $4,232-79.4% |
| Admin fee / account holder | $202 | $98+106.0% | $5,664-96.4% | $114+77.0% |