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 16 · EIN 26-0058143 | Consulting | $28,869 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INST OPER COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,563 | $119,446+321.6% | $150,045+235.6% | $85,563+488.5% |
| Participation rate | 94.5% | 75.4%+19.1pp | 82.3%+12.2pp | 66.0%+28.6pp |
| Annual return | 10.45% | 23.72%-13.3pp | 62.55%-52.1pp | 31.51%-21.1pp |
| Employer contribution / active EE | $14,582 | $4,078+257.6% | $4,693+210.7% | $2,654+449.5% |
| Participant deferral / active EE | $14,146 | $7,985+77.2% | $7,997+76.9% | $4,375+223.3% |
| Admin fee / account holder | $61 | $548-88.8% | $13,435-99.5% | $834-92.6% |