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: CAPFINANCIAL SECURITIES LLC Service code 26 · EIN 46-4350797 | Advisory (Participants) | $62,146 |
Service code 37 · EIN 35-0145825 | Loan Processing | $17,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,871 | $65,322+115.7% | $70,449+100.0% | $73,488+91.7% |
| Participation rate | 96.9% | 77.0%+19.9pp | 75.1%+21.8pp | 70.7%+26.2pp |
| Annual return | 14.74% | 15.71%-1.0pp | 109.03%-94.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $6,453 | $2,460+162.3% | $2,737+135.8% | $2,270+184.3% |
| Participant deferral / active EE | $6,647 | $3,375+97.0% | $3,709+79.2% | $3,740+77.8% |
| Admin fee / account holder | $427 | $214+99.7% | $3,845-88.9% | $513-16.7% |