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 | $69,996 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 16 · EIN 26-0058143 | Consulting | $54,000 |
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 | $49,704 | $71,142-30.1% | $119,609-58.4% | $64,808-23.3% |
| Participation rate | 86.5% | 78.6%+7.9pp | 79.3%+7.3pp | 71.5%+15.0pp |
| Annual return | -15.05% | -10.01%-5.0pp | -14.97%-0.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,224 | $4,490+16.3% | $5,602-6.8% | $4,310+21.2% |
| Admin fee / account holder | $176 | $162+8.6% | $10,323-98.3% | $188-6.2% |