Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $101,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,897 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,789 | $106,110+56.2% | $147,005+12.8% | $77,671+113.5% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.6pp | 70.6%+26.1pp |
| Annual return | 15.81% | 56.77%-41.0pp | 418.76%-403.0pp | 31.21%-15.4pp |
| Employer contribution / active EE | $4,293 | $4,065+5.6% | $4,934-13.0% | $2,726+57.4% |
| Participant deferral / active EE | $12,004 | $7,992+50.2% | $8,070+48.7% | $4,648+158.3% |
| Admin fee / account holder | $242 | $338-28.2% | $13,006-98.1% | $430-43.7% |