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 LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,031 |
Employer 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).
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 | $41,460 | $60,396-31.4% | $111,392-62.8% | $56,287-26.3% |
| Participation rate | 89.1% | 72.4%+16.7pp | 78.9%+10.2pp | 69.9%+19.2pp |
| Annual return | -6.25% | 20.26%-26.5pp | -2.06%-4.2pp | -9.96%+3.7pp |
| Employer contribution / active EE | $471 | $3,459-86.4% | $4,328-89.1% | $2,111-77.7% |
| Participant deferral / active EE | $2,987 | $4,421-32.4% | $5,567-46.3% | $3,350-10.8% |
| Admin fee / account holder | $265 | $610-56.5% | $12,266-97.8% | $521-49.1% |