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 5-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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $12,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,683 | $30,555-2.9% | $80,716-63.2% | $86,799-65.8% |
| Participation rate | 31.1% | 37.2%-6.2pp | 54.2%-23.1pp | 72.3%-41.2pp |
| Annual return | 51.99% | 30.35%+21.6pp | 87.28%-35.3pp | 97.91%-45.9pp |
| Employer contribution / active EE | $427 | $472-9.6% | $1,160-63.2% | $2,405-82.2% |
| Participant deferral / active EE | $1,305 | $1,050+24.4% | $2,146-39.2% | $4,131-68.4% |
| Admin fee / account holder | $97 | $135-28.4% | $3,380-97.1% | $170-42.8% |