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 LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,307 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,916 |
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 | $157,498 | $99,078+59.0% | $96,544+63.1% | $74,419+111.6% |
| Participation rate | 98.0% | 80.7%+17.4pp | 76.0%+22.1pp | 70.7%+27.3pp |
| Annual return | 19.83% | 22.48%-2.7pp | 25.84%-6.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $5,945 | $2,570+131.3% | $2,965+100.5% | $2,637+125.4% |
| Participant deferral / active EE | $7,914 | $4,933+60.4% | $4,851+63.1% | $4,528+74.8% |
| Admin fee / account holder | $156 | $225-30.6% | $8,252-98.1% | $348-55.2% |