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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,435 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24,123 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $189,737 | $93,571+102.8% | $135,903+39.6% | $75,163+152.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.06% | 30.90%-8.8pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,521 | $3,537-0.4% | $4,856-27.5% | $2,670+31.9% |
| Participant deferral / active EE | $10,156 | $6,404+58.6% | $7,758+30.9% | $4,125+146.2% |
| Admin fee / account holder | $468 | $6,975-93.3% | $10,762-95.7% | $5,651-91.7% |