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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,266 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,046 | $34,934-11.1% | $56,411-45.0% | $74,495-58.3% |
| Participation rate | 66.7% | 32.8%+33.8pp | 52.5%+14.2pp | 67.2%-0.5pp |
| Annual return | 9.07% | 25.94%-16.9pp | 1701.33%-1692.3pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,434 | $609+135.4% | $1,039+38.1% | $2,623-45.3% |
| Participant deferral / active EE | $1,119 | $1,170-4.4% | $1,952-42.7% | $4,346-74.2% |
| Admin fee / account holder | $263 | $2,364-88.9% | $2,829-90.7% | $1,942-86.4% |