See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,363 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,809 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $77,963 | $50,982+52.9% | $154,803-49.6% | $85,563-8.9% |
| Participation rate | 67.0% | 59.8%+7.3pp | 78.1%-11.0pp | 66.0%+1.1pp |
| Annual return | 16.96% | 30.35%-13.4pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,196 | $1,708+28.5% | $4,305-49.0% | $2,654-17.2% |
| Participant deferral / active EE | $4,759 | $2,474+92.3% | $5,540-14.1% | $4,375+8.8% |
| Admin fee / account holder | $392 | $846-53.7% | $14,329-97.3% | $834-53.1% |