Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,768 | $91,621+16.5% | $67,511+58.2% | $77,671+37.5% |
| Participation rate | 93.3% | 76.0%+17.3pp | 72.9%+20.4pp | 70.6%+22.7pp |
| Annual return | 12.75% | 14.87%-2.1pp | 3517.41%-3504.7pp | 31.21%-18.5pp |
| Employer contribution / active EE | $3,252 | $3,184+2.1% | $2,733+19.0% | $2,726+19.3% |
| Participant deferral / active EE | $4,211 | $3,906+7.8% | $4,000+5.3% | $4,648-9.4% |
| Admin fee / account holder | $37 | $176-79.1% | $3,999-99.1% | $430-91.5% |