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 LLC7+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,479 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,749 | $41,647+170.7% | $96,139+17.3% | $86,799+29.9% |
| Participation rate | 85.6% | 50.2%+35.4pp | 68.4%+17.2pp | 72.3%+13.3pp |
| Annual return | 18.68% | 27.24%-8.6pp | 191.94%-173.3pp | 97.91%-79.2pp |
| Employer contribution / active EE | $6,144 | $1,318+366.3% | $2,797+119.7% | $2,405+155.4% |
| Participant deferral / active EE | $9,519 | $2,412+294.6% | $4,349+118.9% | $4,131+130.4% |
| Admin fee / account holder | $60 | $169-64.8% | $5,537-98.9% | $170-64.9% |