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 LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,225 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $41,096 |
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 | $109,372 | $65,435+67.1% | $86,677+26.2% | $66,914+63.5% |
| Participation rate | 99.4% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -10.67% | -10.89%+0.2pp | 35.91%-46.6pp | 1.58%-12.2pp |
| Employer contribution / active EE | $1,630 | $2,153-24.3% | $2,836-42.5% | $2,544-35.9% |
| Participant deferral / active EE | $4,565 | $4,100+11.3% | $4,656-2.0% | $4,237+7.7% |
| Admin fee / account holder | $405 | $642-36.8% | $7,493-94.6% | $593-31.7% |