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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,780 | $64,119-22.4% | $112,228-55.6% | $66,914-25.6% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.1%+18.7pp | 69.8%+24.0pp |
| Annual return | -14.51% | -13.81%-0.7pp | 27.45%-42.0pp | 1.58%-16.1pp |
| Employer contribution / active EE | $4,465 | $3,005+48.6% | $3,635+22.8% | $2,544+75.5% |
| Participant deferral / active EE | $8,946 | $3,693+142.2% | $4,728+89.2% | $4,237+111.1% |
| Admin fee / account holder | $311 | $625-50.2% | $6,410-95.1% | $593-47.5% |