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 | $88,634+39.7% | $101,326+22.2% | $74,304+66.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | -26.81% | 33.10%-59.9pp | 36.82%-63.6pp | 29.43%-56.2pp |
| Employer contribution / active EE | $16,235 | $2,930+454.0% | $3,665+342.9% | $2,241+624.4% |
| Participant deferral / active EE | $23,179 | $7,322+216.6% | $7,994+190.0% | $3,767+515.3% |
| Admin fee / account holder | $310 | $2,425-87.2% | $11,185-97.2% | $2,969-89.6% |