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 16 · EIN 26-0058143 | Consulting | $41,752 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$28,083 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,349 | $98,727+156.6% | $113,168+123.9% | $85,563+196.1% |
| Participation rate | 88.7% | 80.8%+7.8pp | 76.6%+12.1pp | 66.0%+22.7pp |
| Annual return | 14.31% | 17.43%-3.1pp | 24.27%-10.0pp | 31.51%-17.2pp |
| Employer contribution / active EE | $3,545 | $2,907+21.9% | $2,975+19.1% | $2,654+33.6% |
| Participant deferral / active EE | $14,956 | $5,424+175.7% | $5,107+192.9% | $4,375+241.8% |
| Admin fee / account holder | $99 | $357-72.3% | $12,068-99.2% | $834-88.1% |