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 9-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) | $52,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,029 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,102 | $100,754+110.5% | $86,677+144.7% | $134,475+57.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.58% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $63,481 | $3,489+1719.3% | $2,836+2138.1% | $4,740+1239.4% |
| Participant deferral / active EE | $179,794 | $5,338+3268.3% | $4,656+3761.9% | $6,400+2709.4% |
| Admin fee / account holder | $595 | $10,926-94.6% | $7,493-92.1% | $11,426-94.8% |