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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,987 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,319 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,283 | $30,086-16.0% | $61,373-58.8% | $64,808-61.0% |
| Participation rate | 34.7% | 36.4%-1.7pp | 52.6%-17.9pp | 71.5%-36.8pp |
| Annual return | -17.50% | -13.99%-3.5pp | 338.61%-356.1pp | 32.82%-50.3pp |
| Employer contribution / active EE | $796 | $536+48.4% | $1,159-31.4% | $2,506-68.2% |
| Participant deferral / active EE | $1,727 | $1,126+53.4% | $2,125-18.7% | $4,310-59.9% |
| Admin fee / account holder | $92 | $148-37.8% | $2,130-95.7% | $188-51.0% |