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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $42,735 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,093 | $47,898+106.9% | $117,472-15.6% | $64,808+52.9% |
| Participation rate | 67.8% | 61.9%+5.9pp | 70.6%-2.8pp | 71.5%-3.7pp |
| Annual return | -23.12% | -15.54%-7.6pp | 29.74%-52.9pp | 32.82%-55.9pp |
| Employer contribution / active EE | $1,082 | $1,774-39.0% | $4,176-74.1% | $2,506-56.8% |
| Participant deferral / active EE | $6,429 | $3,151+104.1% | $4,070+58.0% | $4,310+49.2% |
| Admin fee / account holder | $88 | $132-33.0% | $5,645-98.4% | $188-53.0% |