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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 28 · EIN 74-2977959 | Investment Management | $35,695 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 · EIN 76-0551734 | Contract Administrator | $15,125 |
ADKF2 years Filed as: ADKF, P.C. Service code 13 · EIN 74-2606559 | Contract Administrator | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,377 | $39,286+43.5% | $80,716-30.2% | $79,386-29.0% |
| Participation rate | 57.1% | 41.0%+16.2pp | 54.2%+3.0pp | 70.7%-13.6pp |
| Annual return | 21.26% | 98.95%-77.7pp | 87.28%-66.0pp | 116.85%-95.6pp |
| Employer contribution / active EE | $331 | $594-44.2% | $1,160-71.4% | $2,427-86.4% |
| Participant deferral / active EE | $808 | $1,264-36.1% | $2,146-62.4% | $4,046-80.0% |
| Admin fee / account holder | $528 | $647-18.4% | $3,380-84.4% | $626-15.8% |