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 LLC3 years Filed as: FORTEM FINANCIAL Service code 26 44801 VILLAGE CT · PALM DESERT, CA 92260 | Advisory (Participants) | $9,430 |
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 | $21,890 | $62,132-64.8% | $185,823-88.2% | $73,488-70.2% |
| Participation rate | 94.2% | 67.8%+26.4pp | 78.0%+16.2pp | 70.7%+23.6pp |
| Annual return | 15.03% | 20.44%-5.4pp | 35.95%-20.9pp | 28.51%-13.5pp |
| Employer contribution / active EE | $781 | $1,681-53.5% | $4,087-80.9% | $2,270-65.6% |
| Participant deferral / active EE | $2,015 | $3,711-45.7% | $5,632-64.2% | $3,740-46.1% |
| Admin fee / account holder | $80 | $419-80.9% | $9,500-99.2% | $513-84.4% |