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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,561 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $19,310 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $237,453 | $102,317+132.1% | $146,958+61.6% | $80,856+193.7% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 19.95% | 134.76%-114.8pp | 418.34%-398.4pp | 35.59%-15.6pp |
| Employer contribution / active EE | $4,199 | $3,713+13.1% | $4,933-14.9% | $2,755+52.4% |
| Participant deferral / active EE | $8,453 | $6,644+27.2% | $8,070+4.8% | $4,296+96.8% |
| Admin fee / account holder | $340 | $7,941-95.7% | $12,998-97.4% | $6,918-95.1% |