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 | $77,595 |
Filed as: CAPFINANCIAL PARTNERS LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,471 |
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 | $155,441 | $45,719+240.0% | $96,139+61.7% | $93,030+67.1% |
| Participation rate | 96.5% | 45.8%+50.6pp | 68.4%+28.0pp | 73.9%+22.5pp |
| Annual return | 28.38% | 3211.95%-3183.6pp | 191.94%-163.6pp | 158.70%-130.3pp |
| Employer contribution / active EE | $2,384 | $1,139+109.4% | $2,797-14.7% | $2,706-11.9% |
| Participant deferral / active EE | $1,115 | $2,344-52.4% | $4,349-74.4% | $4,562-75.6% |
| Admin fee / account holder | $76 | $128-40.4% | $5,537-98.6% | $152-49.7% |