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 | $74,197 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,998 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,850 | $82,879+49.4% | $96,576+28.2% | $67,986+82.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.4%+18.6pp | 57.2%+42.8pp |
| Annual return | -26.81% | 36.90%-63.7pp | 38.47%-65.3pp | 31.67%-58.5pp |
| Employer contribution / active EE | $16,235 | $2,727+495.3% | $3,553+356.9% | $2,019+704.2% |
| Participant deferral / active EE | $23,179 | $6,976+232.3% | $7,956+191.3% | $3,358+590.3% |
| Admin fee / account holder | $310 | $2,783-88.9% | $11,381-97.3% | $3,203-90.3% |