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 9-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 37 · EIN 04-2647786 | Loan Processing | $45,275 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,628 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,537 | $99,078-78.3% | $96,544-77.7% | $74,419-71.1% |
| Participation rate | 85.5% | 80.7%+4.8pp | 76.0%+9.5pp | 70.7%+14.7pp |
| Annual return | 22.28% | 22.48%-0.2pp | 25.84%-3.6pp | 34.38%-12.1pp |
| Employer contribution / active EE | $1,049 | $2,570-59.2% | $2,965-64.6% | $2,637-60.2% |
| Participant deferral / active EE | $2,935 | $4,933-40.5% | $4,851-39.5% | $4,528-35.2% |
| Admin fee / account holder | $145 | $225-35.4% | $8,252-98.2% | $348-58.3% |