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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $100,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,704 |
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 | $84,900 | $80,724+5.2% | $103,333-17.8% | $74,495+14.0% |
| Participation rate | 95.9% | 65.7%+30.2pp | 74.5%+21.4pp | 67.2%+28.7pp |
| Annual return | 18.27% | 27.56%-9.3pp | 24.88%-6.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $6,496 | $3,157+105.8% | $3,868+68.0% | $2,623+147.7% |
| Participant deferral / active EE | $11,693 | $3,860+202.9% | $5,057+131.2% | $4,346+169.1% |
| Admin fee / account holder | $502 | $2,368-78.8% | $8,355-94.0% | $1,942-74.1% |