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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,087 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,575 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,555 | $76,670-14.5% | $96,683-32.2% | $71,457-8.3% |
| Participation rate | 95.9% | 66.6%+29.3pp | 74.3%+21.5pp | 67.9%+27.9pp |
| Annual return | 26.15% | 48.29%-22.1pp | 35.69%-9.5pp | 28.85%-2.7pp |
| Employer contribution / active EE | $4,878 | $3,031+60.9% | $3,737+30.5% | $2,588+88.5% |
| Participant deferral / active EE | $9,601 | $3,771+154.6% | $4,878+96.8% | $4,289+123.9% |
| Admin fee / account holder | $335 | $2,028-83.5% | $6,730-95.0% | $1,587-78.9% |