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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAP PARTNERS LLC Service code 27 · EIN 80-0963366 | Advisory (Plan) | $14,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,127 | $65,435-5.1% | $86,677-28.3% | $66,914-7.2% |
| Participation rate | 46.1% | 75.5%-29.4pp | 76.6%-30.5pp | 69.8%-23.7pp |
| Annual return | -16.60% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,239 | $2,153-42.5% | $2,836-56.3% | $2,544-51.3% |
| Participant deferral / active EE | $2,070 | $4,100-49.5% | $4,656-55.5% | $4,237-51.1% |
| Admin fee / account holder | $442 | $642-31.1% | $7,493-94.1% | $593-25.5% |