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 15 · EIN 84-0467907 | Recordkeeping | $84,999 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 26 · EIN 26-0058143 | Advisory (Participants) | $41,192 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,518 | $185,342-78.7% | $111,297-64.5% | $86,799-54.5% |
| Participation rate | 95.7% | 81.0%+14.8pp | 77.3%+18.4pp | 72.3%+23.5pp |
| Annual return | 18.04% | 500.80%-482.8pp | 54.65%-36.6pp | 97.91%-79.9pp |
| Employer contribution / active EE | $857 | $2,246-61.8% | $2,731-68.6% | $2,405-64.4% |
| Participant deferral / active EE | $2,078 | $4,458-53.4% | $4,487-53.7% | $4,131-49.7% |
| Admin fee / account holder | $110 | $255-56.9% | $7,964-98.6% | $170-35.1% |