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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $140,132 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LL Service code 13 · EIN 26-0058143 | Contract Administrator | $61,903 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,801 | $241,101-61.5% | $103,333-10.2% | $199,593-53.5% |
| Participation rate | 95.2% | 78.3%+16.9pp | 74.5%+20.7pp | 72.0%+23.2pp |
| Annual return | 14.18% | 17.80%-3.6pp | 24.88%-10.7pp | 34.25%-20.1pp |
| Employer contribution / active EE | $3,106 | $4,244-26.8% | $3,868-19.7% | $3,034+2.4% |
| Participant deferral / active EE | $9,707 | $3,958+145.3% | $5,057+91.9% | $5,087+90.8% |
| Admin fee / account holder | $125 | $288-56.4% | $8,355-98.5% | $269-53.3% |