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 37 · EIN 04-2647786 | Loan Processing | $71,471 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 16 · EIN 26-0058143 | Consulting | $58,058 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,470 | $86,225-22.9% | $146,665-54.7% | $86,799-23.4% |
| Participation rate | 88.6% | 78.0%+10.7pp | 80.1%+8.6pp | 72.3%+16.4pp |
| Annual return | 17.40% | 31.23%-13.8pp | 22.74%-5.3pp | 97.91%-80.5pp |
| Employer contribution / active EE | $134 | $2,392-94.4% | $4,136-96.8% | $2,405-94.4% |
| Participant deferral / active EE | $4,752 | $4,245+12.0% | $5,506-13.7% | $4,131+15.0% |
| Admin fee / account holder | $198 | $195+1.6% | $10,280-98.1% | $170+17.0% |