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 LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,662 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $1,410 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $25,227 | $37,117-32.0% | $147,614-82.9% | $55,191-54.3% |
| Participation rate | 92.0% | 63.6%+28.4pp | 84.6%+7.3pp | 69.2%+22.8pp |
| Annual return | 3.06% | 3.44%-0.4pp | 61.98%-58.9pp | 10.78%-7.7pp |
| Employer contribution / active EE | $570 | $1,620-64.8% | $5,564-89.8% | $1,899-70.0% |
| Participant deferral / active EE | $644 | $1,985-67.6% | $4,895-86.8% | $3,046-78.9% |
| Admin fee / account holder | $35 | $86-58.8% | $11,611-99.7% | $91-61.2% |