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 LLC3 years Service code 49 · EIN 26-0058143 4208 SIX FORKS RD, STE 1700 · RALEIGH, NC 276095731 | Other Services | $20,374 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,768 | $91,762+16.4% | $67,502+58.2% | $77,643+37.5% |
| Participation rate | 93.3% | 75.9%+17.4pp | 72.9%+20.4pp | 70.6%+22.7pp |
| Annual return | 12.75% | 14.87%-2.1pp | 3512.12%-3499.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,252 | $3,181+2.2% | $2,731+19.1% | $2,726+19.3% |
| Participant deferral / active EE | $4,211 | $3,903+7.9% | $4,000+5.3% | $4,647-9.4% |
| Admin fee / account holder | $37 | $176-79.1% | $3,998-99.1% | $430-91.5% |