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 LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,301 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,373 |
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.)
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 | $106,843 | $59,417+79.8% | $93,606+14.1% | $74,495+43.4% |
| Participation rate | 53.1% | 59.7%-6.6pp | 68.7%-15.6pp | 67.2%-14.1pp |
| Annual return | 12.91% | 81.83%-68.9pp | 133.20%-120.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $679 | $1,264-46.3% | $2,420-71.9% | $2,623-74.1% |
| Participant deferral / active EE | $4,106 | $3,050+34.6% | $4,411-6.9% | $4,346-5.5% |
| Admin fee / account holder | $504 | $3,021-83.3% | $8,285-93.9% | $1,942-74.0% |