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 | $155,812 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 13 · EIN 26-0058143 | Contract Administrator | $79,967 |
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 | $62,243 | $88,480-29.7% | $96,683-35.6% | $80,160-22.4% |
| Participation rate | 98.5% | 79.9%+18.6pp | 74.3%+24.1pp | 72.9%+25.5pp |
| Annual return | 16.29% | 22.53%-6.2pp | 35.69%-19.4pp | 40.38%-24.1pp |
| Employer contribution / active EE | $4,549 | $4,176+8.9% | $3,737+21.7% | $2,978+52.8% |
| Participant deferral / active EE | $4,108 | $3,959+3.8% | $4,878-15.8% | $5,017-18.1% |
| Admin fee / account holder | $179 | $212-15.4% | $6,730-97.3% | $145+23.6% |