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 LLC4 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $90,432 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,704 |
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 | $71,267 | $88,122-19.1% | $141,162-49.5% | $67,579+5.5% |
| Participation rate | 92.3% | 76.5%+15.8pp | 82.5%+9.8pp | 71.3%+21.0pp |
| Annual return | 36.50% | 75.40%-38.9pp | 71.39%-34.9pp | 378.56%-342.1pp |
| Employer contribution / active EE | $4,593 | $3,224+42.4% | $4,735-3.0% | $2,148+113.9% |
| Participant deferral / active EE | $11,874 | $5,958+99.3% | $6,709+77.0% | $3,539+235.5% |
| Admin fee / account holder | $197 | $131+50.6% | $10,261-98.1% | $142+38.6% |