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 | $230,987 |
CAPFINANCIAL PARTNERS LLC7 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $140,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,043 | $89,282+26.6% | $94,646+19.4% | $74,419+51.9% |
| Participation rate | 98.9% | 82.4%+16.5pp | 80.8%+18.1pp | 70.7%+28.2pp |
| Annual return | 20.46% | 25.96%-5.5pp | 156.71%-136.3pp | 34.38%-13.9pp |
| Employer contribution / active EE | $5,336 | $3,022+76.6% | $3,672+45.3% | $2,637+102.3% |
| Participant deferral / active EE | $13,394 | $8,425+59.0% | $7,418+80.6% | $4,528+195.8% |
| Admin fee / account holder | $317 | $219+45.0% | $7,231-95.6% | $348-8.8% |