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 | $34,291 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 PO BOX 600071 · RALEIGH, NC 276756071 | Consulting | $32,089 |
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 | $59,163 | $47,126+25.5% | $149,673-60.5% | $74,419-20.5% |
| Participation rate | 19.0% | 63.4%-44.4pp | 78.8%-59.8pp | 70.7%-51.8pp |
| Annual return | 15.91% | 22.75%-6.8pp | 134.42%-118.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $633 | $1,905-66.8% | $4,818-86.9% | $2,637-76.0% |
| Participant deferral / active EE | $1,212 | $2,728-55.6% | $5,680-78.7% | $4,528-73.2% |
| Admin fee / account holder | $397 | $343+16.0% | $13,210-97.0% | $348+14.3% |