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 | $63,321 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 16 · EIN 26-0058143 | Consulting | $40,500 |
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 | $52,439 | $91,372-42.6% | $129,995-59.7% | $74,419-29.5% |
| Participation rate | 88.2% | 77.8%+10.4pp | 78.5%+9.7pp | 70.7%+17.4pp |
| Annual return | 18.35% | 23.21%-4.9pp | -137.18%+155.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,174 | $4,721+9.6% | $5,820-11.1% | $4,528+14.3% |
| Admin fee / account holder | $138 | $283-51.3% | $10,614-98.7% | $348-60.4% |