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 | $70,851 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $190,991 | $37,317+411.8% | $77,024+148.0% | $77,904+145.2% |
| Participation rate | 59.3% | 46.9%+12.5pp | 67.9%-8.6pp | 73.7%-14.3pp |
| Annual return | 31.89% | -5.88%+37.8pp | 42.32%-10.4pp | 12.21%+19.7pp |
| Employer contribution / active EE | $2,351 | $1,218+93.0% | $2,812-16.4% | $2,848-17.4% |
| Participant deferral / active EE | $752 | $2,564-70.7% | $4,426-83.0% | $4,806-84.4% |
| Admin fee / account holder | $71 | $126-43.5% | $5,425-98.7% | $133-46.4% |