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 LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $82,512 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,688 |
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 | $206,827 | $91,517+126.0% | $101,248+104.3% | $73,409+181.7% |
| Participation rate | 97.4% | 73.8%+23.6pp | 75.8%+21.6pp | 72.2%+25.2pp |
| Annual return | 24.52% | 17.17%+7.4pp | 46.47%-22.0pp | 59.29%-34.8pp |
| Employer contribution / active EE | $3,212 | $2,877+11.7% | $3,660-12.2% | $2,234+43.8% |
| Participant deferral / active EE | $7,913 | $3,338+137.0% | $4,370+81.1% | $3,805+107.9% |
| Admin fee / account holder | $380 | $216+76.1% | $5,945-93.6% | $158+140.8% |