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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $86,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,452 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,252 | $106,236+39.5% | $112,228+32.1% | $64,808+128.8% |
| Participation rate | 95.5% | 71.7%+23.9pp | 75.1%+20.5pp | 71.5%+24.1pp |
| Annual return | -20.59% | -6.02%-14.6pp | 27.45%-48.0pp | 32.82%-53.4pp |
| Employer contribution / active EE | $3,046 | $3,166-3.8% | $3,635-16.2% | $2,506+21.6% |
| Participant deferral / active EE | $8,176 | $3,785+116.0% | $4,728+72.9% | $4,310+89.7% |
| Admin fee / account holder | $325 | $452-28.1% | $6,410-94.9% | $188+73.0% |