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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,948 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $662,275 | $81,248+715.1% | $155,509+325.9% | $80,856+719.1% |
| Participation rate | 94.5% | 66.2%+28.3pp | 78.2%+16.3pp | 67.6%+26.9pp |
| Annual return | 14.92% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $32,922 | $3,100+961.9% | $4,672+604.6% | $2,755+1095.1% |
| Participant deferral / active EE | $16,694 | $3,452+383.7% | $5,626+196.7% | $4,296+288.6% |
| Admin fee / account holder | $471 | $7,997-94.1% | $15,912-97.0% | $6,918-93.2% |