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 LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,775 |
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 | $85,464 | $34,677+146.5% | $77,024+11.0% | $64,808+31.9% |
| Participation rate | 93.7% | 49.8%+43.9pp | 67.9%+25.8pp | 71.5%+22.3pp |
| Annual return | -15.46% | -5.33%-10.1pp | 42.32%-57.8pp | 32.82%-48.3pp |
| Employer contribution / active EE | $6,849 | $1,370+399.9% | $2,812+143.5% | $2,506+173.3% |
| Participant deferral / active EE | $9,838 | $2,556+284.8% | $4,426+122.3% | $4,310+128.2% |
| Admin fee / account holder | $41 | $179-76.9% | $5,425-99.2% | $188-78.1% |