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 LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 P.O. BOX 536850 · ATLANTA, GA 303536850 | Investment Management | $135,591 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $129,584 |
NEWPORT GROUP, INC.8+ years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $86,081 |
GREERWALKER LLP8+ years Service code 10 · EIN 56-1434747 | Accounting | $19,126 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,128 | $95,274+339.9% | $135,903+208.4% | $74,419+463.2% |
| Participation rate | 93.8% | 78.2%+15.6pp | 81.9%+11.9pp | 70.7%+23.1pp |
| Annual return | 16.76% | 32.77%-16.0pp | 68.23%-51.5pp | 34.38%-17.6pp |
| Employer contribution / active EE | $12,889 | $3,874+232.7% | $4,856+165.4% | $2,637+388.7% |
| Participant deferral / active EE | $13,124 | $7,782+68.7% | $7,758+69.2% | $4,528+189.8% |
| Admin fee / account holder | $426 | $266+60.2% | $10,762-96.0% | $348+22.5% |