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 | $178,674 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 13 · EIN 26-0058143 | Contract Administrator | $80,000 |
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 | $74,248 | $241,101-69.2% | $103,333-28.1% | $199,593-62.8% |
| Participation rate | 98.5% | 78.3%+20.2pp | 74.5%+24.0pp | 72.0%+26.5pp |
| Annual return | 14.65% | 17.80%-3.1pp | 24.88%-10.2pp | 34.25%-19.6pp |
| Employer contribution / active EE | $6,561 | $4,244+54.6% | $3,868+69.6% | $3,034+116.2% |
| Participant deferral / active EE | $4,446 | $3,958+12.3% | $5,057-12.1% | $5,087-12.6% |
| Admin fee / account holder | $206 | $288-28.3% | $8,355-97.5% | $269-23.3% |