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 7-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 LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $105,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,874 | $41,510-54.5% | $84,966-77.8% | $99,062-80.9% |
| Participation rate | 20.6% | 35.3%-14.7pp | 67.5%-46.9pp | 71.6%-51.0pp |
| Annual return | 21.42% | 17.38%+4.0pp | 66.38%-45.0pp | 17.66%+3.8pp |
| Employer contribution / active EE | $0 | $1,137-100.0% | $2,727-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $771 | $2,246-65.7% | $4,519-82.9% | $5,331-85.5% |
| Admin fee / account holder | $140 | $175-20.0% | $6,149-97.7% | $109+28.6% |