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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,902 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $4,977 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $829 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $518 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,318 | $70,428-65.5% | $96,562-74.8% | $85,850-71.7% |
| Participation rate | 97.7% | 61.8%+35.9pp | 69.8%+27.9pp | 69.3%+28.4pp |
| Annual return | 11.65% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,780 | $1,413+26.0% | $2,356-24.4% | $2,565-30.6% |
| Participant deferral / active EE | $2,958 | $2,894+2.2% | $3,849-23.1% | $3,952-25.1% |
| Admin fee / account holder | $104 | $4,997-97.9% | $6,181-98.3% | $6,260-98.3% |