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 | $102,382+62.5% | $147,005+13.2% | $80,874+105.7% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 13.35% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $3,919 | $3,715+5.5% | $4,934-20.6% | $2,756+42.2% |
| Participant deferral / active EE | $10,509 | $6,646+58.1% | $8,070+30.2% | $4,297+144.6% |
| Admin fee / account holder | $685 | $7,942-91.4% | $13,006-94.7% | $6,935-90.1% |