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 | $48,014 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 10 · EIN 26-0058143 | Accounting | $36,536 |
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 | $43,111 | $74,024-41.8% | $77,999-44.7% | $57,658-25.2% |
| Participation rate | 96.3% | 79.7%+16.6pp | 75.5%+20.8pp | 70.2%+26.1pp |
| Annual return | 14.73% | 12.14%+2.6pp | 425.96%-411.2pp | 5.13%+9.6pp |
| Employer contribution / active EE | $2,298 | $2,365-2.8% | $2,470-7.0% | $1,974+16.4% |
| Participant deferral / active EE | $5,292 | $3,533+49.8% | $3,497+51.3% | $3,061+72.9% |
| Admin fee / account holder | $157 | $93+68.0% | $5,480-97.1% | $95+65.6% |