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 LLC4+ years Filed as: CAPTRUST Service code 16 · EIN 26-0051843 | Consulting | $18,774 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,521 |
Form 5500 reported that benefits due were not provided when due.
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 | $76,823 | $75,388+1.9% | $123,544-37.8% | $55,725+37.9% |
| Participation rate | 85.7% | 75.7%+10.0pp | 82.3%+3.4pp | 70.9%+14.8pp |
| Annual return | -5.88% | 4.48%-10.4pp | 119.20%-125.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,983 | $3,063-35.3% | $4,628-57.2% | $2,078-4.6% |
| Participant deferral / active EE | $5,919 | $5,651+4.7% | $6,426-7.9% | $3,356+76.4% |
| Admin fee / account holder | $52 | $120-56.3% | $9,284-99.4% | $115-54.6% |