Filed April 11, 2025
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,789 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,674 | $46,219+141.6% | $89,391+24.9% | $90,288+23.7% |
| Participation rate | 99.0% | 44.9%+54.1pp | 68.0%+31.0pp | 73.4%+25.6pp |
| Annual return | 56.41% | 25.71%+30.7pp | 245.62%-189.2pp | 53.97%+2.4pp |
| Employer contribution / active EE | $2,264 | $953+137.6% | $2,586-12.4% | $2,524-10.3% |
| Participant deferral / active EE | $975 | $2,136-54.4% | $3,890-74.9% | $4,232-77.0% |
| Admin fee / account holder | $50 | $147-66.3% | $4,881-99.0% | $114-56.5% |