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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $154,250 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
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 | $71,652 | $64,612+10.9% | $86,436-17.1% | $64,808+10.6% |
| Participation rate | 95.2% | 81.5%+13.8pp | 80.3%+14.9pp | 71.5%+23.8pp |
| Annual return | -13.53% | 0.66%-14.2pp | 4394.89%-4408.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,781 | $2,744+1.3% | $3,769-26.2% | $2,506+11.0% |
| Participant deferral / active EE | $6,646 | $7,497-11.4% | $6,952-4.4% | $4,310+54.2% |
| Admin fee / account holder | $161 | $169-4.6% | $6,731-97.6% | $188-14.1% |