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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $206,538 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $132,932 |
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 | $84,561 | $64,612+30.9% | $86,436-2.2% | $64,808+30.5% |
| Participation rate | 97.7% | 81.5%+16.3pp | 80.3%+17.4pp | 71.5%+26.3pp |
| Annual return | -15.16% | 0.66%-15.8pp | 4394.89%-4410.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,071 | $2,744+48.4% | $3,769+8.0% | $2,506+62.5% |
| Participant deferral / active EE | $10,725 | $7,497+43.1% | $6,952+54.3% | $4,310+148.8% |
| Admin fee / account holder | $266 | $169+57.4% | $6,731-96.0% | $188+41.7% |