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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,216 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,714 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,204 | $66,457+64.3% | $81,382+34.2% | $77,643+40.6% |
| Participation rate | 34.0% | 68.7%-34.7pp | 69.5%-35.5pp | 70.6%-36.6pp |
| Annual return | 12.47% | 15.93%-3.5pp | 24.73%-12.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $297 | $2,159-86.3% | $2,463-88.0% | $2,726-89.1% |
| Participant deferral / active EE | $2,309 | $3,679-37.2% | $3,883-40.5% | $4,647-50.3% |
| Admin fee / account holder | $592 | $583+1.7% | $5,768-89.7% | $430+37.6% |