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 | $141,946 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,314 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,006 | $76,774-40.1% | $112,228-59.0% | $77,904-40.9% |
| Participation rate | 97.0% | 80.2%+16.9pp | 75.1%+22.0pp | 73.7%+23.4pp |
| Annual return | -15.50% | -10.25%-5.3pp | 27.45%-43.0pp | 12.21%-27.7pp |
| Employer contribution / active EE | $2,120 | $3,977-46.7% | $3,635-41.7% | $2,848-25.5% |
| Participant deferral / active EE | $3,330 | $3,778-11.9% | $4,728-29.6% | $4,806-30.7% |
| Admin fee / account holder | $144 | $239-39.7% | $6,410-97.8% | $133+8.7% |