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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,069 |
Filed as: CAPFINANCIAL PARTNERS LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,266 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 PO BOX 600071 · RALEIGH, NC 276756071 | Consulting | $7,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,169 | $46,292-2.4% | $143,757-68.6% | $64,808-30.3% |
| Participation rate | 26.5% | 64.2%-37.7pp | 80.3%-53.8pp | 71.5%-44.9pp |
| Annual return | -17.15% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $671 | $1,910-64.9% | $4,951-86.4% | $2,506-73.2% |
| Participant deferral / active EE | $1,285 | $2,646-51.4% | $5,637-77.2% | $4,310-70.2% |
| Admin fee / account holder | $351 | $154+128.6% | $14,673-97.6% | $188+87.1% |