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 | $66,836 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $48,086 |
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 | $46,753 | $75,284-37.9% | $91,001-48.6% | $69,631-32.9% |
| Participation rate | 94.8% | 80.4%+14.4pp | 75.6%+19.2pp | 70.7%+24.1pp |
| Annual return | 31.20% | 48.40%-17.2pp | 4.60%+26.6pp | 27571.02%-27539.8pp |
| Employer contribution / active EE | $2,528 | $2,473+2.3% | $2,456+3.0% | $2,032+24.4% |
| Participant deferral / active EE | $6,184 | $3,700+67.2% | $3,547+74.3% | $3,224+91.8% |
| Admin fee / account holder | $157 | $111+42.0% | $5,417-97.1% | $110+42.2% |