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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,877 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,293 |
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 | $166,375 | $102,317+62.6% | $146,958+13.2% | $80,856+105.8% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 13.35% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,919 | $3,713+5.5% | $4,933-20.6% | $2,755+42.3% |
| Participant deferral / active EE | $10,509 | $6,644+58.2% | $8,070+30.2% | $4,296+144.6% |
| Admin fee / account holder | $685 | $7,941-91.4% | $12,998-94.7% | $6,918-90.1% |