Filed September 12, 2024
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 | $675,159 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,669 | $140,769-69.0% | $95,585-54.3% | $140,769-69.0% |
| Participation rate | 47.6% | 74.2%-26.5pp | 72.1%-24.4pp | 74.2%-26.5pp |
| Annual return | 20.41% | 16.82%+3.6pp | 38.56%-18.1pp | 16.82%+3.6pp |
| Employer contribution / active EE | $1,350 | $3,906-65.4% | $2,527-46.6% | $3,906-65.4% |
| Participant deferral / active EE | $2,426 | $6,717-63.9% | $4,023-39.7% | $6,717-63.9% |
| Admin fee / account holder | $64 | $229-72.3% | $6,127-99.0% | $229-72.3% |