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 | $146,591 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,281 |
KBF CPAS LLP1 year Filed as: KBF CPAS LLC Service code 10 · EIN 82-1030164 | Accounting | $16,966 |
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 | $185,689 | $104,697+77.4% | $96,544+92.3% | $80,160+131.6% |
| Participation rate | 98.0% | 86.4%+11.6pp | 76.0%+22.0pp | 72.9%+25.0pp |
| Annual return | 19.75% | 21.78%-2.0pp | 25.84%-6.1pp | 40.38%-20.6pp |
| Employer contribution / active EE | $3,729 | $3,536+5.4% | $2,965+25.8% | $2,978+25.2% |
| Participant deferral / active EE | $11,969 | $6,188+93.4% | $4,851+146.7% | $5,017+138.6% |
| Admin fee / account holder | $40 | $107-62.5% | $8,252-99.5% | $145-72.4% |