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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,337 |
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 | $202,355 | $119,627+69.2% | $146,958+37.7% | $99,062+104.3% |
| Participation rate | 94.9% | 73.4%+21.5pp | 82.2%+12.8pp | 71.6%+23.3pp |
| Annual return | 17.84% | 28.82%-11.0pp | 418.34%-400.5pp | 17.66%+0.2pp |
| Employer contribution / active EE | $7,943 | $4,153+91.3% | $4,933+61.0% | $3,262+143.5% |
| Participant deferral / active EE | $15,861 | $7,997+98.3% | $8,070+96.5% | $5,331+197.5% |
| Admin fee / account holder | $9 | $150-94.1% | $12,998-99.9% | $109-91.9% |