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 LLC5+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $34,369 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,063 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,558 | $69,159-25.4% | $125,175-58.8% | $67,579-23.7% |
| Participation rate | 88.5% | 78.2%+10.3pp | 79.8%+8.7pp | 71.3%+17.2pp |
| Annual return | 24.56% | 27.12%-2.6pp | 43.79%-19.2pp | 378.56%-354.0pp |
| Employer contribution / active EE | $44 | $2,023-97.8% | $3,865-98.9% | $2,148-98.0% |
| Participant deferral / active EE | $4,545 | $3,700+22.9% | $4,937-7.9% | $3,539+28.4% |
| Admin fee / account holder | $112 | $142-20.9% | $9,702-98.8% | $142-21.2% |