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 LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,251 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,064 | $65,061+29.2% | $143,757-41.5% | $66,914+25.6% |
| Participation rate | 56.2% | 65.2%-9.0pp | 80.3%-24.1pp | 69.8%-13.6pp |
| Annual return | -14.17% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $164 | $2,361-93.1% | $4,951-96.7% | $2,544-93.6% |
| Participant deferral / active EE | $4,634 | $2,919+58.8% | $5,637-17.8% | $4,237+9.4% |
| Admin fee / account holder | $305 | $502-39.3% | $14,673-97.9% | $593-48.6% |