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 LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,834 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,099 | $84,936+56.7% | $111,297+19.6% | $79,386+67.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 10.32% | 17.45%-7.1pp | 54.65%-44.3pp | 116.85%-106.5pp |
| Employer contribution / active EE | $1,471 | $1,979-25.7% | $2,731-46.1% | $2,427-39.4% |
| Participant deferral / active EE | $4,163 | $3,888+7.1% | $4,487-7.2% | $4,046+2.9% |
| Admin fee / account holder | $435 | $537-18.9% | $7,964-94.5% | $626-30.5% |