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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $88,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,543 |
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 | $189,274 | $92,971+103.6% | $96,683+95.8% | $74,419+154.3% |
| Participation rate | 93.6% | 71.5%+22.0pp | 74.3%+19.2pp | 70.7%+22.8pp |
| Annual return | 23.55% | 37.49%-13.9pp | 35.69%-12.1pp | 34.38%-10.8pp |
| Employer contribution / active EE | $4,049 | $3,426+18.2% | $3,737+8.4% | $2,637+53.5% |
| Participant deferral / active EE | $9,431 | $3,970+137.5% | $4,878+93.3% | $4,528+108.3% |
| Admin fee / account holder | $331 | $633-47.7% | $6,730-95.1% | $348-4.9% |