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 PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $65,002 |
KBF CPAS LLP3 years Service code 16 · EIN 82-1030164 | Consulting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,711 |
Form 5500 reported that benefits due were not provided when due.
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 | $171,846 | $176,491-2.6% | $95,952+79.1% | $90,288+90.3% |
| Participation rate | 97.7% | 86.6%+11.1pp | 77.1%+20.6pp | 73.4%+24.4pp |
| Annual return | 16.91% | 20.14%-3.2pp | 91.61%-74.7pp | 53.97%-37.1pp |
| Employer contribution / active EE | $3,150 | $2,789+12.9% | $2,541+24.0% | $2,524+24.8% |
| Participant deferral / active EE | $9,781 | $5,340+83.2% | $4,167+134.7% | $4,232+131.1% |
| Admin fee / account holder | $83 | $154-45.9% | $6,795-98.8% | $114-26.9% |