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 64 · EIN 71-0294708 | Recordkeeping Fees | $110,978 |
CAPFINANCIAL PARTNERS LLC2 years Service code 99 · EIN 26-0058143 | Other Fees | $67,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,416 | $81,908-48.2% | $90,749-53.3% | $64,808-34.6% |
| Participation rate | 59.2% | 80.5%-21.2pp | 75.7%-16.5pp | 71.5%-12.2pp |
| Annual return | -16.43% | -12.53%-3.9pp | -12.16%-4.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,617 | $3,065-47.3% | $2,921-44.6% | $2,506-35.5% |
| Participant deferral / active EE | $2,867 | $4,840-40.8% | $4,564-37.2% | $4,310-33.5% |
| Admin fee / account holder | $266 | $157+69.3% | $8,445-96.8% | $188+41.7% |