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 15 · EIN 01-0233346 TBD · BOSTON, MA 22911 | Recordkeeping | $25,873 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $55,356 | $122,239-54.7% | $184,203-69.9% | $74,495-25.7% |
| Participation rate | 70.7% | 85.5%-14.8pp | 86.8%-16.1pp | 67.2%+3.5pp |
| Annual return | 9.40% | 19.95%-10.5pp | 28.81%-19.4pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $561 | $4,537-87.6% | $6,427-91.3% | $2,623-78.6% |
| Participant deferral / active EE | $2,644 | $7,139-63.0% | $9,131-71.0% | $4,346-39.2% |
| Admin fee / account holder | $432 | $1,260-65.7% | $13,901-96.9% | $1,942-77.8% |