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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $386,773 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $68,000 |
KBF CPAS LLP1 year Filed as: KBF CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 82-1030164 | Accounting | $16,000 |
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 | $185,173 | $144,996+27.7% | $111,297+66.4% | $93,030+99.0% |
| Participation rate | 96.7% | 86.2%+10.6pp | 77.3%+19.4pp | 73.9%+22.8pp |
| Annual return | 16.81% | 18.26%-1.4pp | 54.65%-37.8pp | 158.70%-141.9pp |
| Employer contribution / active EE | $3,169 | $3,056+3.7% | $2,731+16.0% | $2,706+17.1% |
| Participant deferral / active EE | $10,083 | $5,587+80.5% | $4,487+124.7% | $4,562+121.0% |
| Admin fee / account holder | $78 | $103-24.6% | $7,964-99.0% | $152-48.5% |