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 DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $105,339 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,298 |
Filed as: CLARK PACIFIC A CALIFORNIA GENERAL Service code 99 710 RIVERPOINT CT STE 100 · WEST SACRAMENTO, CA 95605 | Other Fees | $62,657 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $87,695 | $106,236-17.5% | $112,228-21.9% | $64,808+35.3% |
| Participation rate | 95.4% | 71.7%+23.8pp | 75.1%+20.4pp | 71.5%+24.0pp |
| Annual return | -16.05% | -6.02%-10.0pp | 27.45%-43.5pp | 32.82%-48.9pp |
| Employer contribution / active EE | $4,218 | $3,166+33.2% | $3,635+16.0% | $2,506+68.3% |
| Participant deferral / active EE | $8,810 | $3,785+132.7% | $4,728+86.3% | $4,310+104.4% |
| Admin fee / account holder | $350 | $452-22.5% | $6,410-94.5% | $188+86.5% |